Plan Design, Compliance and Administration Tailored to Your Needs
A retirement plan remains essential for organizations that want to attract and retain the best employees and for business owners who want to build funds for their own retirement. Providing benefits may not always be easy, however. Recordkeeping & Consulting Co. helps employers offer an attractive retirement plan with assistance and guidance in effective plan operation.
We work with employers in all phases of retirement 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 up-to-date systems with routine file backups. Plans are maintained on an integrated database software system enabled for use with defined contribution 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 Retirement Plans:
- Consulting to arrive at a plan design that meets clients' needs
- Preparation and maintenance of plan documents, IRS qualification and administrative forms
- Completion of annual compliance administration and reporting
- 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
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