Plan Administration Services Page
Plan Administration
Once your plan is in place, APA makes certain the
plan continues to operate as designed for your
business. We keep you advised of the latest
developments in the law for continued compliance.
Our administrative services include:
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Review eligibility and status of new and existing employees
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Preparing valuation reports, which include schedules of
receipts and disbursements, balance sheets at the beginning
and end of the plan year, earnings of plan assets, plan
specifications, employee status reports, account and fund
reconciliations, account and individual participant statements
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Determining the amounts to be deposited by the plan sponsor
in order to meet funding obligations or tax deduction objectives
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Preparing IRS 5500-series reports with related schedules
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Preparing annual participant benefit statements and
Summary Annual Reports
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Processing benefit payments for terminated participants
and related tax reporting
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Assist with corrective distributions due to failure
of ADP/ ACP tests
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