The process of starting or maintaining a retirement plan can seem daunting with so many possible paths to take and features to consider. On top of that, the rules and regulations that govern these plans can be quite involved as can be the required documentation and process to demonstrate compliance. It helps to have the support of a truly expert team that can guide you every step of the way and ease the process to avoid unnecessary costs and complications.
While many providers can handle the paperwork, few dig deep enough to really understand your business. We leverage our deep experience and in-depth understanding of retirement plans to customize or modify a plan to fit your business, align with your corporate goals and deliver successful retirement outcomes for you and your employees.
Once your plan is established, we will assign a dedicated team of plan consultants to work with you. Your team will be as “hands-on” as you need them to be. Our consultants will simplify your workflow by managing the paperwork associated with your retirement plan. We pledge to deliver not only what is required, but also listen to what you need and want. You will benefit from the vast experience of our extensive roster of professionals who have administrative and practical expertise.
In addition to retirement plan operational reviews to both identify problem areas and recommend corrective action to help minimize what may be costly financial consequences...
INTAC’s list of consulting and administrative services includes, but is not limited to:
- PLAN DESIGN ILLUSTRATIONS
- PLAN DOCUMENT & SUMMARY PLAN
- PLAN AMENDMENTS
- DETERMINATION OF PLAN CONTRIBUTIONS
- PLAN DISTRIBUTIONS
- VALUATION REPORTS
- EMPLOYEE STATEMENTS & COMMUNICATION
- SUMMARY ANNUAL REPORTS
- REQUIRED GOVERNMENT FILINGS