GOLD SUITE

 

Upgraded Fiduciary Package 

 

Includes:

  • Silver Suite Service 

    • ​Signing of annual 5500 Tax Return

    • Process and approve all loans

    • Process and approve all distributions

    • Manage plan documents

    • Fee disclosure

 

Plus:

  • Plan Eligibility

  • Approval of QDROs

  • Review all contributions on a quarterly basis

© 2019 by CEO 3(16)