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 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
- Preparation of annual plan Trust Accounting
- Participant Statements and Summary Annual Report (SAR)
- Calculate and analyze all required plan 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
