New Plan Set-Up With Takeover Services
Let us take you deeper into the retirement world by transitioning to a third party administrator more well suited to your needs. We will take time to explain the details of your plan as we takeover your document and administration.
- Initial Consultation and Needs Analysis
- Wealth and Savings Strategies
- Review Current Plan Document for Compliance
- Review Latest Valuation Report and Governmental Reporting Forms
- Review Current Summary Plan Description
- Review Outstanding Loan Documentation and Balances (if any)
- Input to customized Record-Keeping System
- Input to Data Base Administration System
- Test Data for Accuracy
- Provide Output Report for Verification
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