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 Internal 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