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. 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. 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. 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
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