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