Plan Sponsor (Employer) Establishes employee benefit plan(s).

Financial Advisor Responsible for the recommendation of the investment options, education and monitoring the investment performance for the plan participants.

Investment Platform Provides the mutual fund investment platform, individual participant record keeping, daily valuation environment, quarterly participant statements, and custodian of plan assets.

Third Party Administrator Designs customized plans; prepares plan and trust documents, including Internal Revenue Service submission packages, summary plan descriptions, election forms, actuarial calculation, conduct compliance testing, employee communications, governmental filing forms; coordinates with plan sponsor's accountant, attorney, financial advisor and consulting service providers.

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Contact Information

Abacus Benefit Consultants, Inc.
Tel: (401) 942-4900 • Fax: (401) 942-8989
info@abacusbci.com

Frequently Asked Questions

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