AdministrationAdministration

Our goal is to do everything but sign your name.

When we say everything but sign your name, we mean it, and we do it with clear, consistent thinking. Since 1973 we have offered exceptional expertise on all plan issues in addition to a dedication to service and quality.

If you are not sure your current administration has been done properly, we will look it over at no charge. That’s what we do.

Plan administration requires dedication to detail and accuracy. As part of our fee, we will do everything from determining eligibility to handling IRS/DOL issues. We take the burden off your shoulders by providing a variety of services, including the following:

  • Timely Statements
  • Required Participant Notices
  • Required Amendments
  • Form 5500 and All Necessary Schedules
  • Distribution Paperwork
  • Form 1099-R and 945
  • Nondiscrimination Testing
  • Plan Audits

 

Rogers WealthGroup 40th Anniversary

Wealth Management

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ESOP/KSOP

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Recordkeeping CertificationInvestment Advisory CertificationAdministrative Services Certification

 
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