Comprehensive Retirement

Plans Services & Consulting


Plan Design and Implementation

  • Design a plan tailored to the needs of the owners, employees and the business itself
  • For takeover plans, we will review existing plan specifications and suggest changes to meet the employer’s goals and objectives
  • Prepare Plan Document and Adoption Agreement
  • Prepare Summary Plan Descriptions

Annual Administration

  • Calculate employee eligibility
  • Maintain participant vesting records
  • Allocate contributions
  • Determine eligibility for allocation of employer contributions and forfeitures
  • Allocate plan earnings
  • Process participants' distributions
  • Prepare participant’s and plan’s statements
  • Prepare IRS Annual Return 5500 and required schedules
  • Prepare “Departamento de Hacienda” Annual Form 480.70
  • Prepare informative 480.7C, as required
  • Summary Annual Report

Consulting Services

  • Develop plan amendments and mergers
  • Assist with IRS, “Departamento de Hacienda” and DOL audits
  • Provide assistance with plan design changes
  • Prepare special plan projections
  • Provide guidance to optimize your retirement plan