PLATINUM SUITE

 

All Inclusive Fiduciary Package

 

Includes:

  • Gold Suite Package

    • Signing of annual 5500 Tax Return

    • Process and approve all loans

    • Process and approve all distributions

    • Manage plan documents

    • Fee disclosure

    • Plan Eligibility

    • Approval of QDROs

 

Plus:

  • Sign on as named fiduciary

  • Review contributions payroll by payroll

  • Review of vendors