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Profesional Services


Plan Administration :

• Record Keeping for 401(K), Profit Sharing, 403(B) and Defined Benefit Plans

• Determine plan eligibility

• Calculate annual plan contributions and allocate to participant accounts

• Perform all required plan compliance testing and advise of any required corrective actions to be taken.

• Annual Reconciliation of participant accounts

• Annual Calculation of participant vesting

• Annual participant Certificates of Participation

• Tax Form 5500 or 5500 EZ and all appropriate schedules

• Summary Annual Report notices

• Annual Asset Reconciliation