EXPERT PLAN DESIGN, COMPLIANCE, AND CONVERSION SERVICES

The FREEDOM 401(k) Includes:  

• Comprehensive plan design recommendations and previous plan document review prior to implementation
   
• Preparation of all plan documents and corporate resolutions to restate prior plan

• Automatic preparation of all IRS-required plan amendments
   
• All responsibilities relating to the plan conversion process to ensure it is completely turnkey for the plan sponsor
   
• Signature ready 5500 and Summary Annual Report
   
• Preparation of 1099 reporting, including loan defaults
   
• Preparation of minimum required distributions
   
• Preparation of SAS 70 audit and working directly with plan sponsor’s independent auditor
   
• Working directly with IRS/DOL personnel during audits
   
• Annual ADP/ACP and top-heavy compliance testing, monitoring IRS 402g and 415 limits
   
• Summary Plan Description, future updates, and safe harbor notices
   
• On-site ERISA legal services