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SERVICES PROVIDED FOR QUALIFIED RETIREMENT PROGRAMS:
 | Initial review of company objectives with respect to the retirement
program.
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| Presentation of optional retirement program designs best suited to
achieving the company’s objectives.
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| Coordination of all aspects of plan implementation, including plan
document, Summary Plan Description and IRS submission.
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| Employee meetings to communicate program to employees. (Extra charges
apply if meetings are held more than 50 miles from our office)
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| Full annual administrative services which "wrap-around" the
services provided by the financial institution where assets are invested.
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| Annual review of retirement program to make sure that it continues to meet
company objectives with recommendations made for improvements.
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| Year round availability of highly qualified and experienced staff to
answer questions and provide consulting support.
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| Convenient flat fee pricing which covers all standard services performed.
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ADDITIONAL SERVICES PROVIDED:
| Cafeteria plan design and administration, including check processing for
medical and dependent care flexible spending accounts.
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| FAS 106 calculations for post retirement benefits.
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| Design and reporting for non qualified retirement plans.
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| Calculation of maximum allowable deposit to 403(b) plans
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| Reporting and discrimination testing for ERISA 403(b) plans
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| Valuation of benefits for marital estate purposes
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| Expert testimony in all matters involving qualified retirement plans
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