70 Commercial Street
Suite 401
Concord, NH 03301
(603) 224-5357

Retirement Plan Administration

Regulatory rule changes and their compliance create challenges for employers and their human resource personnel. Our Retirement Plan Administration Group is here to help.

We provide a variety of services to new or existing defined-contribution, 401K plans, and 403(b) plans. We also provide assistance in establishing a new plan, assessing goals and objectives, preparing appropriate plan and government documents, and assisting in implementation and maintenance of the plan.

Administrative services include:

  • Initial plan design and document preparation
  • Forecast and projections to optimize benefits and deductions
  • Plan designs to optimize benefits to owners and highly compensated individuals
  • Employee and employer education
  • Live phone support
  • Calculating the employer plan contribution
  • Ensuring compliance with all IRS and DOL regulations
  • Preparing 5500 series tax forms
  • Preparing the plan summary report
  • Performing top heavy and discrimination testing
  • Providing periodic participation statements