Madison Rekon Advisor Symposium: October 18, 2018! Click here for more info!
Premier Retirement Partners is proud to provide three phases of services
- Helping determine the best plan for your business...
- Defining eligibility
- Plan and Contribution Types:
- Cash Balance Pensions
- Safe Harbor Match
- Safe Harbor Non-elective
- Dedicated onboarding manager during transition...
- Working with you, your advisor, and your recordkeeper to ensure the successful execution of your plan design.
- Preparation of plan documents.
- Preparation of required employee communications and compliance disclosures.
- Commited account manager for your plan...
- Employer contribution calculations.
- Annual DOL & IRS reporting and document preparation, including Form 5500 and Summary
- Annual Report
- Safe Harbor Notice
- QDIA Notices
- Plan Compliance testing including:
- Contribution Limits
- Required Minimum Distribution