*One Time Set Up $1,299
*Annual Administration $1,499
Services Included for Defined Benefit Plan + 401(k):
Initial Consultation
Preparation of Plan Document and Forms
Contribution Calculation
Preparation of Annual Actuarial Report
Trust Accounting Reconciliation
Annual Participant Statements
Summary Annual Report, if applicable
Signature ready Form 5500
Preparation of Schedule SB
AFTAP Certificate
*One Time Set Up $1,299
*Annual Administration $1,499
Services Included for Defined Benefit Plan + 401(k):
Initial Consultation
Preparation of Plan Document and Forms
Contribution Calculation
Preparation of Annual Actuarial Report
Trust Accounting Reconciliation
Annual Participant Statements
Summary Annual Report, if applicable
Signature ready Form 5500
Preparation of Schedule SB
AFTAP Certificate