Qualified Plan Consulting and Administration

• Including all ERISA Compliance Issues
• 401(k) Plans 
• 403(b) Plans 
• 412(e) Plans 
• 457 Plans 
• Defined Benefit Plans (Traditional & Cash Balance)

Employee Total Compensation Communication

• Reviewing Employer’s Total Compensation Package 
• Providing Annual Reports to Employees 
• Detailing total cost to employer (taxes etc) 
• Detailing all employer provided benefits

Non-Qualified Deferred Compensation Plans

• Design Consulting 
• Legal Document Install and Support 
• Employee Education 
• Administration and Testing 
• Participant Communication

Cafeteria Plan & Medical Reimbursement Plans

• Section 125 and 105 of Tax Code 
• Install Cafeteria & Medical Reimbursement Plan 
• Employee Education Meetings 
• Monthly Administration of Plan 
• Reimbursement Cycles coordinated with Pay Dates