Blue Chip Retirement Services

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

Our Service Provider Partners

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