PLAN ADMINISTRATION SERVICES
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:
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Determination of optimal contribution based on plan provisions and client’s needs
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Assist in the determination of participant Eligibility
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Reconcile assets and auditing 401(k) Deferral timing for DOL required timelines
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Preparation of annual report and employee certificates
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Compliance testing, including 410(b), 401(a)4, 401(a)26, ADP/ACP, and top heavy
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Preparation and filing of Annual Form 5500
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Actuarial Services for defined benefit plans
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Calculation of Distributions, including necessary paperwork and tax withholding filings and coordination with asset custodian and preparation of Form 1099-R if needed.
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Preparation of annual notices, including Safe Harbor and PBGC notices as required
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Coordinate with ERISA attorney for plan document services