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We guide our clients through a diligent process allowing plan sponsors to demonstrate their good faith effort to provide exclusive benefits while upholding their fiduciary responsibilities regarding selection and monitoring of trustees/record keepers as well as overall plan operations.
Our Services Include:
- Plan Design
- Vendor Selection & Negotiation
- Coordination and Management of Plan Implementation/Coversion
- Participant Education
- Investment Analysis
- Ongoing Consulting
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Compliance
- Plan Document Review
- Adoption Agreement
- Summary Plan Description
- DOL or IRS Regulation Interpretation
- Non-Discrimination Testing
- Form 5500s
- Vendor Audit
- Merger & Acquistion Consulting
- Non-Qualified Plans
- Executive Retirement Plans
- Stock Based Compensation Plans
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