One of the most important benefits employees value today is a retirement plan. There are many choices for a small business to consider, as well as many choices of administrators for your plan.
Our retirement team at CMJ will review your objectives and help decide which plan is right for you. We can assist in a plan design that maximizes the employee benefit, but also works within your company’s budget. Our services include everything from initial plan design to annual administration.
Our third party administration services include:
- 401(k) Plan Design
- Preparation of plan amendments
- Preparation of employee census
- Plan valuations
- Allocation of investment gains/losses
- Allocation of forfeitures
- Calculation of employer contributions
- Tax planning and consultation
- Nondiscrimination testing
- Preparation of employee benefit statements
- Preparation of Form 5500
- Facilitation of participant distributions
- Preparation of 1099-Rs