Plan Administration Services

  • Accounting and Bookkeeping -Production of basic monthly financial statements and annual financial statements.
  • Minutes - Preparation of non-verbatim trustee minutes 
  • File Management - Development and maintenance of member and retiree files (physical and digital files)
  • Meetings - Preparation of  meeting agendas, and legal notices to necessary parties; recording proceedings, and development of board member packets
  • Tax Reporting - Preparation of  IRS form 1099R information for plan accountants
  • Manage Expenditures - Design and implementation of process for managing board authorized expenditures and member/retiree benefits.
  • Form Management - Preparation of forms for enrollment of new members, termination and refund of existing members, member retirement, and  disability approval
  • Income Tax Withholding - Transmittal of  withholding taxes to the IRS
  • Benefit Statements - Design and production of member benefit statements
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