Annual Valuation
— Obtain year-end census data
— Reconcile census and asset information
— Verify contribution deposits
— Review census/identify new entrants
— Perform nondiscrimination testing
— Perform top-heavy testing
— Provide vesting to record-keeper, annually
— Provide Annual Valuation Report
— Provide Summary Annual Report
— Prepare Safe Harbor notices
— Prepare Automatic Enrollment notices
— Provide Annual Funding Notice
— Provide Annual AFTAP
— Prepare PBGC filing
— Prepare participant statements
— Assist in independent plan audit
— Complete/electronically file Form 5500 and schedules
— Complete/file Form 8955-SSA
— Complete/file Form 5330
— Prepare/review participant distribution/loan requests
— Monitor/track processing of participant distribution/loan requests
Plan Document
— Prototype
— Volume Submitter
— Amendments and Restatements
— Summary Plan Descriptions
— Summary of Material Modifications
— Maintenance