Third-Party Administration
Let our professionals help you to adopt and implement the right plan for your business, or maintain your current employee benefit plan. Our knowledgeable staff has the expertise to administer your benefits plan and ensure that it complies with the latest ERISA rules and regulations.
-Plan design
-Drafting plan documents including the adoption agreement, master plan
document, summary plan description, and enrollment and disclosure forms
-Annual plan accounting, participant statements, and preparation of Form 5500
-Calculation of account distributions upon retirement or termination, including
preparation of required forms and consents
-Financial audits for plans with more than 100 eligible participants
-Coordination with plan investment advisors
Contact: Mark C. Furniss mfurniss@sgscpa.com
