330.365.2400 [email protected]

Planning For Your Future

Retirement Plan Administration Services individually designed to meet all of your organization's needs.

Planning For Your Future

Retirement Plan Administration Services individually designed to meet all of your organization's needs.

Planning For Your Future

Retirement Plan Administration Services individually designed to meet all of your organization's needs.

Comprehensive Plan Installation

Kline, Keppel & Koryak’s one-time installation charge covers what you need to get your Plan up and running.

Administration

Kline, Keppel & Koryak intends to provide your organization with complete Retirement Plan installation and administration services.

Comprehensive Plan Installation

Kline, Keppel & Koryak’s one-time installation charge covers what you need to get your Plan up and running.

Administration

Kline, Keppel & Koryak intends to provide your organization with complete Retirement Plan installation and administration services.

Comprehensive Plan Installation

 

Kline, Keppel & Koryak’s one-time installation charge covers what you need to get your Plan up and running.

One-time fee includes:

  • Plan Document
  • Adoption Agreement
  • Summary Plan Description
  • IRS Determination Letter
  • Funding Policy
  • Loan Program
  • Set-up of Data Base and Participant Account Information
  • Contribution Data Submission Procedures
  • Review of Existing Plan Document and Compliance

Administration

 

Kline, Keppel & Koryak intends to provide your organization with complete Retirement Plan installation and administration services.

Ongoing Administration Services:

  • Allocation of Plan Contribution Each Payroll Period
  • Calculation of Plan Matching Contributions
  • Calculation of Plan Profit Sharing Contribution
  • Preparation of Participant Statements
  • Vesting Calculation
  • Distribution Processing
  • Loan Administration
  • Client Reporting
  • Reconciliation of Individual Account Balances
  • Non-discrimination Testing
  • IRS Form 5500 Preparation
  • Preparation of Summary Annual Report
  • Preparation of Annual Employee Disclosure Notice
  • Preparation of Required Annual Plan Notices
  • Ongoing Consulting Services

Get In Touch

Kline, Keppel & Koryak
2281 Ridgewood Dr. NW
Dover, OH 44622
+1 330.365.2400

[email protected]
[email protected]
[email protected]
[email protected]

Get In Touch

Kline, Keppel & Koryak
2281 Ridgewood Dr. NW
Dover, OH 44622
+1 330.365.2400

[email protected]
[email protected]
[email protected]
[email protected]

Get In Touch

Kline, Keppel & Koryak
2281 Ridgewood Dr. NW
Dover, OH 44622
+1 330.365.2400

[email protected]
[email protected]
[email protected]
[email protected]