Benefit Solutions, Inc., 5347 US Route 60, Huntington, WV 25705   |   304.302.0801    |    bsolutions@comcast.net

Copyright © 2004-2018 Benefit Solutions, Inc.

Benefit Solutions provides investment education but does not provide investment products, services or advice.

Administration

 

We handle all of the administrative aspects of your retirement plan so you and your staff don’t have to. These services include:

  • Calculation of all necessary contribution amounts – match, profit sharing, etc. 
                       

  • Perform all IRS compliance testing
     

  • Prepare all applicable tax forms – 5500 with Schedules, 1099-R, 945, 1096 and the Summary Annual Report
     

  • Prepare all distribution and loan forms signature ready
     

  • Prepare periodic statements – frequency varies with each client
     

  • We monitor the plan for enhancement from any new tax updates

Our clients never have to complete a form for the retirement plan. We prepare all forms ready for our clients review and signature. We also coordinate distributions and loans with either the participant or advisor so the client only deals with the final authorization. 

Contact us now to help streamline your plan administration.

It‘s All In the Details
We make sure that your retirement plan follows the rules and helps everybody save for retirement.