Our Services WE PROVIDE Oversight of all day-to-day administration of retirement plan Verify Summary Plan Document, Eligibility and Benefits are being administered in accordance of Plan Ensure accuracy and timely filings of Form 5500 Evaluate and monitor all loans and distributions are processed in accordance with IRS and DOL rules and plan provisions Sign and File Form 5500 Verify and determine substantiation of hardship loan request Oversight of QDROs consistent with the terms of the plan Documentation of the delivery of all notices to required recipients Review of TPA and Record Keeper service performance using best practices All plan documents are stored in cloud vault with 24-7 access for plan sponsor Coordinate all plan documents and response related to any IRS or DOL audit or investigation Review of Fidelity Bond to ensure adequate coverage "COMPLIANCE 401K becomes a valuable part of your team, allowing you to devote your time and energy on growing your business. While we focus our efforts on protecting your business." Name Please enter your name. Email Please enter a valid email. Your Message Please enter a message. Send Message Sent! Message failed. Please try again.