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We Assist in Plan Design, Compliance and Administration

Employee benefits remain essential for organizations that want to attract and retain the best employees. Yet, providing benefits may not always be easy. Recordkeeping & Consulting Co. helps employers offer an attractive benefit program with tailored plan administration and consulting services for retirement and flexible benefit plans. Our objective is to assist organizations in effective operation of their plans.

We work with employers in all phases of plan design, compliance and administration. Moreover, we often collaborate with various financial services firms, investment and insurance professionals, daily on-line record keepers, attorneys, actuaries and CPAs to provide a broad spectrum of services to clients.

We do not sell insurance or investments, giving us an objective perspective. Clients work with the investment adviser of their choice in coordination with us.

All administration is completed using state-of-the-art systems with routine file backups. Plans are maintained on an integrated database software system enabled for use with defined contribution or flexible benefit plans.

Our mission is to provide accurate, timely and quality employee benefit services in a cost-effective manner with client service that is both personal and accessible, all within the ethical guidelines of the industry.

Services for Effective Operation of Benefit Plans:

Retirement Plan Services

• Consulting to arrive at a plan design that meets clients' needs
• Preparation and maintenance of plan documents, IRS qualification and administrative forms
• Annual, semi-annual, quarterly and daily accounting
• Earnings and contribution allocations
• Processing of loans, withdrawals and distributions
• Production of plan reports and participant statements
• Calculation and resolution of non-discrimination tests
• Guidance in ongoing plan compliance
• Preparation of annual 5500 filing and Summary Annual Reports

Flexible Benefit Plan Services

Preparation of plan documents

Claims review/processing

Calculation of non-discrimination tests, plan reports and participant statements