Plan Administrator/HR Department Services

Plan Administrator/HR Department Services

Plan Administrator/HR Department Services


We will monitor your plan on a monthly basis and have regular communication with the people responsible for administrating your plan.

We oversee every aspect of your plan and stay in touch with you so we can help address any problems or concerns you might have and make sure important deadlines are met.

Time Saving Services

  • Offer unique ways to reduce plan administration
  • Help reduce the time you spend on your plan
  • Streamline deferral transmission process
  • Delivery of required plan notices
 

Compliance Services

  • Oversee all year end compliance testing
  • Make sure deadlines are met

Ongoing Services

  • Assistance securing ERISA bonding
  • Assist with any plan problems
  • Seminars
  • Payroll submission assistance
 

Audit Services

  • Help retain plan auditor (large plans)
  • Oversee your plan audit
  • Department of Labor audit assistance

 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved