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Defined Contribution Plan Services
Home Products & Demos Defined Contribution Plan Services Daily Valuation Services
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Servicios para Planes de Aportación Definida

Daily Valuation Services

Why Us?

Supported Plan Types

DC Guides & Demos

Retirement Calculators

SAS 70 for BPAH, LLC

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Servicio de "AutoRollovers"
Servicios a Planes de Pensiones
Servicos de Salud para los Jubilados
Salud y Bienestar
Servicios de Fiduciarios Institucional
Servicios para Planes Cafetería

Daily Valuation Services

Services include design, recordkeeping, compliance, and custodial services for all forms of qualified and non-qualified defined contribution plans.
Administration
Plan Design
Plan Document
Form 5500
Allocation of Forfeitures
Eligibility Determinations
Allocation of Profit Sharing Contributions

Loan Administration

  • Traditional
  • Reserve Plus

Distribution Processing

  • Terminations
  • Hardships

Participant Statements

  • Printed
  • Web-based
Participant Web Access
Plan Sponsor Web Access

Non-Discrimination Testing

  • ADP/ACP Testing
  • 416 Testing
  • 410(b) Testing
  • 401(a)(4) Testing
  • 402(g)/415 Limits

Share-based accounting of Employer Securities

FOR ESOPs:
  • ESOP Diversification
  • 404(k) Administration (Dividend Elections)

 
Custody
ACH/Wire/Check Deposits  Clearing Corporation (NSCC)
Settling Bank Member, National Securities
Ameritrade Brokerage Account
1099-R Reporting
Federal/State Tax Withholding and Reporting
Trust Account Reporting Investment Performance Reporting
FOR ESOPs:
  • Distribution of Cash Dividends under 404(k)
  • 1099-Div Reporting
  • Share-based accounting of Employer Securities
  • Coordination of Proxy Voting
 
Products
Custodial Services
Directed Trustee Services
Ameritrade Brokerage Accounts
Freedom Savings Plans
Reserve Plus Loan Product
Mutual Funds by Fund Family