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| What do we do for you? |
 Initial 401(k) enrollment meetings and distribute
information to your staff
Reconciliation of outstanding loans
Determine if hardship withdrawals are consistent
with the plan documents
Administer aspects of contributions entered into
your 401(k) plan
Determine 401(k) plan coverage and eligibility
Allocation of 401(k) matching, profit sharing and
other employer contributions
Contribution testing regarding tax deductible limits,
maximum individual allocation amounts and other
401(k) requirements such as top-heavy testing
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Administrative aspects of funds within the 401(k)
account balances
Investment earnings allocations
Determination of vested account balances of 401(k)
participants
Administrative aspects of funds distributed
Distributions upon termination of employment,
retirement, death or disability
Summary annual reports and benefit statements are
distributed to 401(k) participants
5500’s filed with the IRS on time
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| Continuous 401(k) Administration |
Monitoring the Status of Your Company's Plan |
Prepare and Update
401(k) Documents |
Actuarial Services |
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| What are our priorities? |
We here at Truog-Ryding Company believe that 401 (k), Profit Sharing and related savings and incentive programs strengthen your company when attracting talent, empower and motivate the workforce, and provide a vital source of retirement income.
We use diligent 401 (k) administration to make your program successful.
We realize that administration requires continuous attention to ensure your documents, amendments and summary plan descriptions are current.
We monitor your progress and notice if your company has gone through any changes that could affect the status of your plan.
We check to see if your plan is in compliance by cross testing for non-discrimination requirements, top-heavy amounts, tax deductible limits and maximum individual allocation amounts.
With our help, you can make your decisions based solely on what is best for your company and not just some cookie-cutter version your payroll company wants you to believe is best. Companies are different, so your plan should be to. |
| How satisfied are you? |
How is the administrative aspects of your funds and account balances doing?
Is there reconciliation of your employee data?
Is there proper allocation of your 401(k) matching, profit sharing and other employer contributions?
Have all of the outstanding loans been reconciled?
And most importantly, have your 5500 forms been filed with the IRS on time?
If you have a question about any of these, we can help. Our knowledgeable staff has over 30 years experience in the business. |
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© 2006 Truog-Ryding Inc. |
2659 Townsgate Rd. #101
Westlake Village, Ca 91361 |
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