 |
|
Plan Design
and Implementation |
|
|
| TPA Services, Inc. can
provide you with our pre-approved prototype plan documents for developing
your qualified retirement plan for faster and more convenient implementation.
Our consultants can personally work with you to assist in the plan
design ensuring that the plan reflects your business specifications
and objectives. |
|
| Take-Over of Existing Plan |
|
| We will review your plan
documents, participant communication materials, and prior administration
reports to interpret your plan provisions and ensure a smooth transition.
This enables us to determine if any amendments are required for plan
compliance and allows us to make recommendations regarding improvements. |
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| On-Going Annual Administration |
|
| TPA Services, Inc. provides
all on-going annual services, including mandatory testing to demonstrate
compliance, participant statements, employer reports, and signature-ready
5500 series tax forms for the IRS. |
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| General Consulting |
|
| Retirement laws are complex
in nature and, as such, we believe it is necessary to have an open
line of communication with you to provide understanding of the provisions
and governing regulations concerning your plan. Our consultants are
highly trained and invest considerable time working with the Internal
Revenue Service, the Department of Labor, and the Pension Benefit
Guaranty Corporation, the governing agencies that regulate all employee
benefit plans. |
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| Other services include... |
|
 Annual
Data Collection
Cafeteria
125 Plans
Participant
Distributions and Forms 1096, 1099-R
Participant
Loans
Hardship
Distributions
Trust
Accounting
Plan
Terminations
Extraordinary
Consultation (services that are not required in the
normal
course of plan administration) |
|
8301 E. Prentice Ave.,
Suite 408 · Greenwood Village, CO 80111
Phone: 303.693.4650Fax:
303.693.4910 |
|
