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 and 401K 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:

  • 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
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