Other Retirement Plan Services

ERISA & Actuarial Consulting

We offer the same level of service as national firms—at a fraction of the cost.

Our experienced retirement plan experts—including ERISA attorneys, credentialed consultants and actuaries—will help you with the planning, execution and administration of your plan. We minimize redundancy and uncover the best possible solutions to increase your plan's effectiveness, while reducing overall costs. Additionally, we'll navigate the complicated requirements that your plan is subject to and identify and correct any existing errors before they are discovered on audit.

Cash Balance and Defined Benefit Plans

More regulations, compliance, and headaches.

Cash balance and defined benefit plans offer a pre-established benefit or account balance typically disbursed in a series of payments during retirement or as a single-sum payment at retirement. Unlike defined contribution plans, where employees bear their own investment risk, defined benefit and cash balance plans place the associated investment risks upon the employer.

Safe Harbor 401(k) Plans

There's so much more than the traditional 401(k).

Everyone's familiar with 401(k) plans. But not everyone knows they come in different flavors. There's the traditional 401(k), of course, but there are also SIMPLE 401(k)s for small employers, 401(k)s with qualified automatic contribution arrangements (QACAs), and safe harbor 401(k)s. These special 401(k)s are generally simpler to maintain because they're exempt from some or all of the complicated testing requirements that normally apply to traditional 401(k)s.

Payroll Partners

Payroll integration doesn't have to be complicated.

Our 360°, or two-way integrations, remove the plan sponsor's involvement; we receive files automatically from the payroll company on behalf the sponsor, and send data back to that payroll company to update their payroll system.

We currently have 360° integrations with:

We can integrate with almost any payroll provider.

Our 180°, or one-way integration allows the payroll company to send the payroll file to us on behalf of the plan sponsor, so that you do not have the administrative burden of transmitting the file.

Currently we have 180° integrations with:

ADP
Advantage
BalancePoint
Ceridian
Harpers
PayCom
PAYRIGHT
Payrolls Plus
Payserv
PayTech
Performancepay

Service Offerings

Our retirement plan solutions may include:

Complete in-house consulting
Attorneys, actuarial professionals, investment advisors and plan administrators who get your plan up and running
Project management to centralize accounting, legal and administrative services
Due diligence, compliance and regulatory testing and representation of plan sponsors with IRS and DOL audits
Completion of critical reports and filings
Required updates to participants with individual participant statements and disclosures
Determined pre-and-post benefit plan options for mergers and acquisitions
Plan termination feasibility studies
Online portal for plan sponsor and participants
Multilingual Service Center to answer participant questions

Take the next step.

To learn more about our retirement plan services and how they can bring even more value to your benefits package, contact us today by calling 800-436-6689 or filling out the form to the right.

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