RECORDKEEPING SERVICES INCLUDE
Daily account valuation along with monthly, quarterly and annual valuation processing
Daily transaction capability
24/7 participant account access via Internet and telephone in English and Spanish
Call center assistance in multiple languages
Plan Sponsor can choose any number of funds from any number of fund families
Transfers and Reallocations processed
Loan and distribution processing
Annual compliance testing including §415 limits, ADP/ACP tests, §410(b) coverage and §416 top-heavy determination
Signature-ready IRS Form 5500 and other related schedules and forms
Quarterly statements available in English and Spanish
Plan summary reports
Standard and customized reporting
Annual match and profit sharing calculation
Other calculations available
