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.

 

 

Our services

  • 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




Learn More About Us!

 

Contact Us Today!