Plan Administration Services

  • Accounting and Bookkeeping - creation of basic monthly financial statements and an annual financial statement to be provided to the plan's auditors
  • Minutes - Preparation of non-verbatim minutes for board meetings
  • File Management - Creation and Maintenance of member and retiree files (physical and digital files)
  • Meetings - Prepare meeting agendas, provide notice to necessary parties, tape record proceedings, and create board member packets
  • Tax Reporting - preparing IRS form 1099R information for an Accountant
  • Manage Expenditures - Design and implement a plan for managing board authorized expenditures and member/retiree benefits.
  • Form Management - Prepare forms necessary for enrollment of new members, termination and refund of existing members, member retirement, disability approval, and the receipt of survivor benefits
  • Income Tax Withholding - transfer of the necessary withholding to the IRS
  • Benefit Statements - Design and production of member benefit statements
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