Administration and Communication

After the plan has been installed, you will be assigned an administrative team which is responsible for providing your company with ongoing plan servicing and supervision. In order to assure the continuing success and efficient operation of your plan with the least time and effort on your part, we:

• Prepare annual valuations to ascertain that the plan is meeting both its financial obligations and the Company's financial objectives.
  
  
• Provide record keeping and annual administrative services, including individual benefit statements, for all types of benefit plans, thus giving the Company and plan participants up-to-date status of the plan.
  
  
• Prepare the required data and reports for your auditors, the Internal Revenue Service and other regulatory agencies, so that your staff is not burdened with these reporting responsibilities.
  
  
• Handle benefit distributions in the event of a participating employee's death, disability, retirement or termination.
  
  
• Design and prepare comprehensive employee benefit statements and other employee communicative programs so as to achieve better understanding and appreciation by your employees of your benefit plans.