Estate
Planning / Sales Seminars, and retirement
products and services
- Universal Term Life
Insurance; Whole Life Insurance
- 401(k), 403(b), 401(a)
plans, TSA, IRA, SEP plan administration,
- Deferred compensation
(key-person Insurance).
- Retirement Benefits
Legislative compliance
assistance
Documentation
compliance
- Plan documents
- Summary plan descriptions
and summary of material modifications
- Employee communication
materials (e.g. forms and notices)
- Form 5300 filings,
assessment and reporting guidance
Operational
and procedural compliance
- Alignment of internal
and external processes with best-practices
- The operational interpretation
of recent changes in the plan and applicable
laws
- Application of plan
provisions, including eligibility and
coverage
- Calculations of benefits
amounts, Employee Benefit Program Assessment
- Form 5500 filings
- Nondiscrimination testing
(including benefits and coverage and dependent
care testing)
COBRA
compliance and review
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