Additional Services are billed separately and include the following:
- Actuarial valuation reports
- Trust accounting in excess of two hours per quarter
- IRS or DOL plan audit representation
- Plan transition analysis and processing
- Plan termination services
- Plan amendment and document drafting services
- Plan design consultation and review services
Plan administration fees are billed quarterly in advance. Fees applied to services performed during any calendar quarter or portion thereof.
If incorrect or incomplete information supplied by the Employer necessitates additional calculations or statements, services incurred will be charged to the Plan Sponsor.
Any services not outlined herein will be charged at hourly rates as applied in the discretion of the service administrator.