NLH & Company specializes in the design and implementation of all types of employer-sponsored retirement plans such as 401(k), Profit Sharing, Defined Benefit, 403(b), Money Purchase and Health Savings Account (HSA)/Cafeteria Plans. Our practice is built upon staying up-to-date with IRS and DOL regulations and providing our clients with efficient and cost-effective retirement plan administrative services such as:

  • Preparation and maintenance of the Plan Document
  • Annual retirement plan valuations
  • Annual employee census and vesting updates
  • Calculation of employer contributions (Profit Sharing, Safe Harbor, Match, etc.)
  • Preparation of annual plan Trust Accounting
  • Participant Statements and Summary Annual Report (SAR)
  • Calculate and analyze all required plan non-discrimination and coverage testing (410(b), 401(a)4, ADP, ACP, Top Heavy, etc.)
  • Preparation of required government Forms (5500, 8955-SSA, etc.)
  • Processing of participant distributions, Required Minimum Distributions (RMD), and participant loans
  • Participant Fee Disclosure Notices
  • Preparation of 1099R and 945 tax forms
  • Retirement Plan Consulting Services

2530 J STREET, SUITE 230

(916) 669-2355


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