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Retirement

 
 
  • Offers assistance to employers by designing and implementing a plan to meet their company's specific needs.
  • Facilitates the annual 5500/testing process by collecting the data required to perform the test and prepare the annual return.
  • Transmits contributions to the Retirement Plan record keeper and investment manager electronically.
  • Distributes employee enrollment packages; schedules, coordinates and conducts enrollment meetings; transmits employee enrollments and census data to the Retirement Plan record keeper and investment manager electronically. 
  • Assists employees with account information and questions regarding the Government Contractors Savings Plan.
 


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