COMPLETE RETIREMENT PLAN ADMINISTRATION & CONSULTING SERVICES Administration of an employee retirement plan involves so many responsibilities above and beyond the main challenge of investing. A considerable dilemma faces plan sponsors today: should they remain with mediocre investment advisors who bundle plan administration service with their products; or, should they dedicate significant amounts of their accounting and human resource staff time for pension plan administration? Neither choice seems a viable answer. Freedom Retirement Plan Consultants, Inc. provides the solution to this dilemma.
WE OFFER PLAN SPONSORS A CHOICE
As an independent third party administration firm, we provide accounting and record-keeping services while you remain free to invest with any or many money managers. This allows flexibility for you to choose money or investment managers without worry of inconsistent accounting services.
WE HAVE CONSIDERABLE EXPERTISE
Our Retirement Plan Administrators Team specializes in this area of expertise. We provide accurate administration reports and ensure compliance with laws and regulations. Moreover, we go beyond the numbers to offer creative plan design and implementation to achieve both your business goals and the employees’ retirement goals. Freedom Retirement Plan Consultants, Inc. coordinates you, your investment advisors, and your attorney to assure the most accurate records concerning retirement plan administration.
WE ARE LOCAL AND ACCESSIBLE
As a local firm, Freedom Retirement Plan Consultants, Inc. focuses on the needs of closely-held businesses. Freedom Retirement Plan Consultants, Inc. dedicates itself to preparing quality work in all services offered. This dedication and expertise remains the driving force making Freedom Retirement Plan Consultants, Inc. a local leader in Retirement Plan Administration and Consulting Services.
OUR RETIREMENT PLAN SERVICES INCLUDE:
- Assistance in plan design and implementation
- Preparing determination requests for the Internal Revenue Service
- Accounting of plan assets on an accrual or cash basis
- Determination of employee participation and eligibility
- Calculation and allocation of employer contributions
- Calculation and allocation of investment earnings
- Determination of vesting percentage
- Top Heavy determination
- ADP & ACP Compliance testing
- Benefit distribution and associated Form 1099-R preparation
- Providing employee account benefit statements
- Completion of government annual reports
- Complete consultation services