SPACE
Retirement Plan Design and Administration
Qualified Retirement Plans
- Plan Document Design and Setup
- Full Service Third-Party Administration
- Consulting
- Compliance for Audited Plans
- Discrimination Testing
- Form 5500 Filing
- Assistance with Enrollment and Payroll
Medical Plans
- Plan Document Design and Setup
- Enrollment and Payroll Consulting
- Compliance Testing
- Third-Party Claims Administration
- Tax Savings Analysis
- Government Compliance and Reporting
SS&G's retirement plan design and administration team provides a personalized approach to managing qualified retirement plans and medical plans. We act as a third-party administrator, handling all aspects of plan structure and implementation and managing day-to-day maintenance.
We are well-versed with the nuances of many qualified plans, including:
- 401(k)
- profit sharing
- SEP
- SIMPLE
- money purchase
- defined benefit
- ESOP
Our team also recognizes the intricacies of a variety of medical plans, including welfare, cafeteria, health reimbursement, and health savings accounts.
We effectively translate the complex regulations affecting plans, and we determine how these issues impact our clients. We work to make sure plans are in compliance and deadlines are met.