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Plan Administration

Record Keeping

Plan Administration

Plan Administration is complex.
Let us dot your i’s and cross your t’s.

Administering a retirement plan can be complex. We take the administration hassle out of your hands. In addition to Axis™, our full service plan administration suite of services, we provide customized plan documents that outline the specifics of how each plan operates. Along with providing these documents, we also insure that every plan is in compliance with the current IRS and Department of Labor(DOL) rules and regulations – that involves testing assets and contributions, as well as Form 5500 annual returns. Many of these on going tasks are automated through our new product offering, Axis™.

A simple listing of services provided below –

  • 24/7 access to your accounts thru the internet.
  • Unlimited transactions daily of your account
  • Toll Free support
  • Reporting to participants, sponsors and advisors.
  • Customized modeling of investments.

Request more information now!