401(k)
Cash Balance
Defined Benefit
IRAs
Money Purchase
Profit Sharing
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Forms
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Services


Services
Plan Design

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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