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