RETIREMENT BENEFIT CONSULTANTS

Plan Consulting Services
Proposals
Creative Plan Design
Plan Documents and Amendments
Plan Communication and Implementation
Plan Administration
Actuarial Services Including PBGC Filing
Contribution Calculation
Compliance
DFVC Filing
Loans / Hardship Withdrawal / Terminations
Year-End IRS Filing Requirements
1099R Generation and Reporting
Assistance with IRS and DOL Communication

FULL DISCLOSURE AND FEE TRANSPARENCY

Sub-TA Fees and any other fees received from investment firms will be reimbursed to the Plan Sponsor or used to offset Plan expenses.




194 Santa Anita Court · Sierra Madre, CA 91024
phone 626 355 3039 · fax 626 355 3713