-
retirement plan
design and implementation
-
assistance with
investment menu design
-
plan conversions
(including defined benefit to defined contribution)
-
non-discrimination
testing
-
signature-ready Form
5500 filing
-
implement and
administer Section 125 cafeteria plans
-
prepare required
government reporting returns for welfare and fringe benefit plans
-
IRS audit assistance
-
QDRO (Qualified
Domestic Relations Order) consulting
-
mergers and
acquisitions assistance
-
DOL investigation
assistance
-
70 1/2 minimum
distribution calculations
-
review of prior
years' financial statements and allocations for accurateness
-
expert witness
services
