Plan Sponsor
Establishes employee benefit plan(s).
Investment Manager /
Provider
Offers investment advisory services, executes
Provider: trades and acts as the custodian of the assets.
Third Party Administrator
Designs customized plans; prepares plan and trust
documents, including Internal Revenue Service submission packages, summary plan
descriptions, election forms, actuarial calculations; conducts compliance testing,
employee communications; prepares government reports; coordinates with sponsor's
accountants, attorneys, investment advisors and consulting service providers.
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