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Plan Administration & Compliance

Our client service is detail oriented and therefore, the management and administration plans are dealt with accordingly. Our teamwork is a fluid and timely. 

In order to execute the plan according to the set parameters, our service includes data collection, valuation reports, employee profit sharing allocation, all kinds of testing required before the plan is executed, preparation of all kinds of forms (IRS or otherwise), Annual Summary Reports, PBGC Premium Filings, and other compliance or administrative services.

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