Services
Here are just some of the services BCG can offer to make your retirement plan a success.
- Plan Design
- Preparation of plan and trust documents for review of counsel
- Summary of Plan Descriptions
- Trust accounting
- Actuarial valuation of defined benefit plan benefits and liabilities
- Actuarial certification of plan funding
- Pension Benefit Guaranty Corporation filings
- Recordkeeping for Money Purchase, Profit Sharing and 401(k) Plans
- IRS, PBGC, and DOL filings
- Employee benefit statements and communication
- Employee meetings
- Cross testing, new comparability and age weighted allocations
- 401(k) discrimination testing
- Distribution processing
- Loan processing
- All compliance monitoring
- Administration of Section 125 Plan flexible spending accounts
- Plan terminations