Administrative Services
JTV&A offers administrative services for all types of defined benefit and defined contribution plans. Helping companies comply with, and take advantage of, the ever-increasing tax laws applicable to qualified retirement plans is our primary function. Our administrative services include:
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Ensuring that you have the best retirement plan.
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Assisting you in the drafting of retirement plan documents and in the submission of required forms to the appropriate governmental agencies for tax qualifying the plan.
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Assisting the Plan Administrator and Trustees in understanding all aspects of the adopted Plan and Trust.
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Informing the Plan Admisistrator of the primary regulations and requirements related to the plan adopted.
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Establishing plan record systems and administrative guidelines.
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Furnishing necessary administrative forms and checklists.
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Preparing employee account or benefit statements.
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Maintaining individual and overall account records.
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Allocating contributions, forfeitures, and investment earnings.
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Coordinating plan operators with your other professional advisors.
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Completing governmental forms to be filed with the federal government as required by ERISA and other statutes and regulations.
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Preparing reports that are to be given to or made available to plan participants.