Compliance Service that Maintains your Plan’s Qualified Status.
Employer sponsored retirement plans are extremely complex. Both the Department of Labor and the Internal Revenue Service exercise joint jurisdiction over them.
The regulations of these two agencies combined with the myriad of plan design options, investment choices and employee education needs demand that the Employer use qualified professionals, both for compliance and investment advice.
As pension administrators, we understand that good communication ensures proper compliance. As evidenced in our high client retention rate, we have developed an excellent system of communicating with our clients. More importantly, we have developed a practical and comprehensive checklist that itemizes what should be done on a yearly basis to avoid compliance problems.