Services
Blue Chip Retirement Services
Here's a quick list:
- Innovative plan design to meet employer's needs
- plan document preparation
- Annual discrimination and compliance testing
- Tax Form 5500 and related schedules preparation
- Distribution and loan processing
- Summary Annual Report preparation
- New Comparability and profit sharing allocations
- High level consulting and correction of existing plan compliance issues
- Plan sponsor representation for Intenal Revenue Service and Department of Labor Audits
- Hands on point of sale assistance for investment professionals with prospective plan acquisitions
- Assist investment professionals with employee enrollment meetings
