Staying on Course
After your plan is established,Retirement Solutions Advisors will provide guidance and assistance with ongoing plan administration and compliance reporting.
Ongoing Administration Services
Our staff will work with your record keeper to coordinate the various administrative aspects of your plan,such as processing employee termination and hardship distributions,preparing employee loan documents and requests,and identifying newly eligible employees for plan enrollment.
Annual Administration and Compliance Reporting
Each year we will assist you to make sure your plan remains in good standing with the IRS and DOL.
Administration Services
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Allocation of employer contributions -
Reconciliation of plan assets
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Calculate participant required minimum distributions
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Preparation of signature-ready IRS Form 5500 and SAR
Compliance Testing Services
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Average Deferral Percentage and Average Contribution Tests
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Deferral and Deduction Limits
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Overall Discrimination and Coverage Testing
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Top-heavy Testing
Consulting Services
From time to time your company may require services above and beyond those services that we know recur each year. Our professionals have substantial experience in the retirement plan industry. As a result we are equipped to provide a wide range of specialized consulting services, including:
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Fiduciary reviews -
Review of Qualified Domestic Relation Orders
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Pension valuation for marital dissolution
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Internal Revenue Service and Department of Labor audit support
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Reorganization of poorly administered and regulation deficient plans
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Plan restructuring due to mergers and acquisitions
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Plan terminations
Retirement Solution Advisors, LLC - 410 W Grand Ave. - Chicago, IL 60610
Phone: (312) 923 8700 ext. 232 - Fax: (312) 923 8701
E-mail: steve.johnson@rsadvisorsllc.com
Copyright 2007-2008, RSA LLC
