You'll need a reliable TPA to help with your retirement plan's blueprint.  Here's an outline of our plan design, installation, and recordkeeping services:

PLAN DOCUMENTS

• Prepare signature ready Plan Documents
• Provide Summary Plan Description ("SPD") to communicate to plan participants
• Prepare Plan Amendments as needed

• Explore design ideas to cover your employees with the right amount of benefits and features
• Formulate proposals that optimize tax-deferral

ANNUAL GOVERNMENT COMPLIANCE REPORTING

• Prepare Annual Form 5500 and related schedules
• Prepare Summary Annual Report ("SAR")
• Complete nondiscrimination testing for IRS Code §401(a)(4), §401(k), §401(m)
• Complete limit testing for IRS Code §402(g) and §415
• Complete minimum coverage and top heavy testing for IRS Code §410(b) and §416
• Complete tax deductibility and funding testing for IRS Code §404 and §412

ADMINISTRATION SERVICES

• Prepare Employer valuation reports with complete trust accounting review
• Prepare Plan participant statements of vested account balances or accrued benefits
• Service Plan distributions and loans to participants
• Prepare IRS Forms 1099-R and 945
• Service Plan Terminations

Please call Hembree TPA, Inc. at (888) 486-401k or e-mail us at info@hembreetpa.com for more information or to obtain a current fee schedule.

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