Administration

Federal regulations governing qualified plans are extensive and complex.  Every qualified plan must have initial and on-going documentation, testing, review, and reporting.  If these are not done correctly, serious penalties can be incurred.

More importantly, if a plan is not given the careful and detailed attention it requires, it quickly becomes more of a burden than a benefit.

 We work with your plan as often and as long as it takes.  We do what needs to be done.

 COMPLETE AND ON-GOING

Our on-going plan administration goes well beyond the standardized record keeping and reporting services offered by most of our competitors.  We work continuously with your office to keep your plan running smoothly and efficiently.

Quality plan administration doesn’t have any short cuts.

TAKING THE TIME NEEDED

We take the time to make sure your employees understand the plan, helping you find missing plan data or visiting with your business manager to calm a nervous retiree.

PERSONAL ATTENTION

Because of its complexity, plan administration requires personal, individualized attention to each plan.

Good administration is checking and rechecking all aspects of a plan.  It is establishing procedures for data collection and reporting that makes sense for each client.  It is analyzing asset and employee data, looking for changes and inconsistencies.  Good administration is answering your questions quickly and accurately.

THIS IS THE ADMINISTRATION WE PROVIDE OUR CLIENTS NOW.

THIS IS THE ADMINISTRATION WE OFFER YOU.