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Our Services

What we do
for our clients

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Collect and maintain contributions, salary and participant data for all plans; calculation and payment of benefits as well as funding status management for the defined benefit Group Trust.

Perform compliance testing (non-discrimination and top heavy testing), maintain compliant plan documents, procedures; regular reporting to the PBGC, the IRS (Form 5500) and to the Board of Trustees.

Manage investments in a prudent manner; act on behalf of and putting plan participants ahead of own interests.

Ensure clear communication and helpful tools are available; host individual and group education sessions for participants; issue Funding Notices, Summary Plan Descriptions and Summary Annual Report.