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Dynamic Pension Services - a full service retirement plan
administration firm - offers a wide range of pension-related solutions.
Our plan set-up fee includes the following:
- Board of Directors Resolution
- Plan document & trust agreement (prototype)
- Summary Plan Descriptions for all eligible employees
- Funding Policy
- QDRO Policy
Some of our annual services include the following:
- 404 deductibility testing
- 416 top heavy testing
- 415 limit testing
- anti-discrimination testing (ADP/ACP)
- 414(s) testing (if applicable)
- 410(b) testing
- allocation & calculation of year end profit sharing and/or matching contributions
- preparation of employee vesting statements
- preparation of applicable 5500 forms with required attachments
- calculation of benefits to terminated individuals
dynamic pension services, inc.
* 2176 Hewitt Avenue, Suite A *Kettering, Ohio 45440 *
* Phone: 937.434.4488 * Fax: 937.434.6012 *
Send E-mail
- Copyright © 2006 -
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