Retirement Plan Administrator
CurrentAnnual Preparation of Form 5500 using FT William Retirement softwareCalculation of Fair Market Value (FMV)Calculation and Compliance Testing of Profit Sharing ContributionsCalculation of Required Minimum Distributions (RMD's)Calculation of additional investments into the corporation including the issuance of amendments and stock certificatesRecord-keeping including the production and delivery of client quarterly statementsCreation and Issuance of Form 1099-RProcessing of governmental filing extensionsCorporate Services SME for the Operations Group