- Development of administrative policy guidelines for terminations, distributions, rollovers, etc.
- Assistance with participant loans (documentation, earmarking, servicing)
- Plan terminations
- Preparation of top-heavy studies
- Defining data collection procedures
- Qualified Domestic Relations order (QDRO) review, guidelines, and consultation
- Calculation and payment of termination benefits and preparation of forms 1099-R and 945
- Consultation and meetings on plan matters
- Insurance issues
- Changes in laws and regulations
- Coordination with accounting firm regarding annual plan audits
- Computer system integration
- Manual data entry
