Plan Administration
If you've ever tried to read your plan document, you know that retirement plans are complex. They are also governed by a complicated set of unique federal regulations. Our job is to make sure your retirement plan follows these rules. This means that we monitor record-keeping functions, making sure that dates, salaries and other important data is recorded properly and calculated correctly. We also make sure that all contributions to the plan are deposited correctly and on a timely basis. Randall & Hurley also performs required compliance testing, which means we're looking to make sure that the plan doesn't unfairly favor a certain group of employees, like unfairly benefiting only highly compensated employees.
Another important responsibility includes preparing and filing government tax forms, like Form 5500, that are required each year. As you can tell, there are a lot of important and complicated tasks that must be completed in order to keep your plan in compliance and operating efficiently. You can count on Randall & Hurley's experience and high professional standards to correctly administer your retirement program.
If you have specific questions about your plan's operations, please contact us.
FREE PLAN ANALYSIS
Call today and receive
a free plan analysis:
Local: 1-509-838-5500
Toll-free: 1-888-682-4406
Email: info@randall-hurley.com