COMPLETE PLAN ADMINISTRATION SERVICES

In serving as a specialized consulting firm to a variety of companies, our entire professional staff stands ready to assist our clients in insuring total and complete compliance with government regulations and guidelines. In so doing, we:

o Install the plan;

o Prepare all forms to request IRS determination letter and approval;

o Prepare and submit a Summary Plan Description;

o Prepare actuarial data to substantiate the company's contributions;

o Provide a signed actuarial certification (Schedule B of Form 5500) along with all required 5500 forms;

o Complete an Actuarial Valuation and determine the required contribution;

o Prepare Summary Annual Report;

o Prepare Employee reports for active and terminated participants;

o Prepare PBGC Form for the client to be filed annually;

o Explore Plan revisions to meet new objectives.

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