We
can provide you with the following services:
 |
Plan Design and
Establishment |
|
Individually
Drafted Plan Documents |
|
IRS, PBGC and DOL Reporting
and Disclosure |
|
Actuarial Valuation and
Certification |
|
Comprehensive
Record keeping & Trust
Accounting |
|
Regulatory and Legislative
Compliance |
|
Periodic Studies and
Consulting |
|
IRS Audit Preparation and
Representation |
|
Eligibility Determination |
|
Calculation of Contribution
and Deductibility |
|
Allocation of
Earnings/Forfeitures |
|
Defined Benefit Plan
Valuations, Accrued Benefit and Present Value Calculations |
|
Forfeiture & Vesting
Calculations |
|
|
Preparation
of Form 5500 and Attachments |
|
Preparation
of Summary Annual Report |
|
Section 401(a)(26) Min
Participation Testing |
|
Section 401(k)
Discrimination (ADP) Testing |
|
Section 401(m)
Discrimination (ACP) Testing |
|
Section 404(a) Deductibility |
|
Section 410(b) Minimum
Coverage Testing |
|
Section 415, Annual
Additions Limit |
|
Section 416 Top Heavy
Testing |
|
Determine Highly Compensated
Employees |
|
Determination of Key
Employees |
|
Notification of
Beneficiary/REA Requirements |
|
Notification &
monitoring Bond Requirements |
|
Notify Summary Plan
Description Requirements |
|
Participant Certificates
|
|
What type of Plan is best
for you?
With the variety of plans and possible combinations available,
Great Lakes can design and implement a retirement program tailored specifically
to meet your needs - from the very simple to the very complex. Our
professionals and systems are well suited to work with all retirement plans
including:
401(k)
Cash
Balance
New Comparability
401(k) Carve
Out
Defined
Benefit
Target Benefit
401(k) Safe
Harbor
Profit
Sharing
Money Purchase
401(k)
"Simple"
Age-Weighted
Whether you are looking to maximize your own retirement
benefits or looking for a plan for your employees, Great Lakes can help you
determine your objectives and design a plan to best meet your needs.
