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