Retirement Plan Assistance

• Coordination of retirement plan setup with third-party administrators, PEOs, or financial institutions
  
  

• Facilitation of 401(k), SIMPLE IRA, or SEP plan implementation through approved providers
  
  

• Employee enrollment assistance and support with plan documentation and onboarding
  
  

• Integration of retirement contributions with payroll systems for accuracy and compliance
  
  

• Liaison between employer, plan administrator, and payroll provider to ensure proper reporting and funding
  
  

• Maintenance of participant eligibility and contribution records
  
  

• Distribution of required plan notices and communications to employees
  
  

• Support during annual plan renewals, audits, and compliance reviews
  
  

• Collection and organization of plan-related documents for CPA or compliance use
  
  

• Assistance with vendor coordination (not investment selection or financial advice)
  
  

• Monitoring of deadlines for contributions, filings, and compliance reporting