Administrative Services

  • 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