There are many complex requirements and deadlines involved in maintaining a retirement plan. The highly trained staff of The Nolan Company provides assistance during every step in the process.

The Nolan Company provides a full range of ministerial administration services for our clients including:

  • Determination of optimal contribution based on plan provisions and client’s needs

  • Assist in the determination of participant Eligibility

  • Reconcile assets and auditing 401(k) Deferral timing for DOL required timelines

  • Preparation of annual report and employee certificates

  • Compliance testing, including 410(b), 401(a)4, 401(a)26, ADP/ACP, and top heavy

  • Preparation and filing of Annual Form 5500

  • Actuarial Services for defined benefit plans

  • Calculation of Distributions, including necessary paperwork and tax withholding filings and coordination with asset custodian and preparation of Form 1099-R if needed. 

  • Preparation of annual notices, including Safe Harbor and PBGC notices as required

  • Coordinate with ERISA attorney for plan document services