401(k)
Cash Balance
Defined Benefit
IRA
Money Purchase
Profit Sharing
Plan Setup
Corporate Resolution to Establish the Plan
Initial Plan Census
Plan Document
Loan Program
Summary Plan Description
Administrative Service Agreement
SS-4 TIN Number for the Plan
Automatic IRA Rollover Agreement
Fidelity Bond
Investment Policy Statement
Fiduciary Disclosures
Plan Administration
Annual Plan Census
Determination of Eligibility
Asset Reconciliation and Recordkeeping
Plan Testing
401(a)(26) Minimum Participation
ADP 401(k) Discrimination
ACP 401(m) Discrimination
404(a) Deductibility
410(b) Minimum Coverage
415 Annual Additions Limit
416 Top Heavy
Determination of Highly Compensated Employees
Determination of Key Employees
Reporting and Disclosure to the IRS, DOL and PBGC
Annual Defined Benefit and Defined Contribution Valuation
Required Minimum Distributions (RMD)
Vesting Calculations
Allocation of Earnings
Allocation of Forfeitures
Summary Annual Report
Monitoring Bond Requirements
Annual Participant Certificates
Annual Fiduciary Disclosures
Annual Qualified Default Investment Account Notice
Miscellaneous
Legislative and Regulatory Updates/Compliance
Fiduciary Studies
Consulting
North American Pension Services, LLC 2542 South Rochester Road Rochester Hills, MI 48307-3817 USA Phone: (248) 723-4220 Fax: (248) 723-4224 [email protected]
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