Plan Operation & Administration Services
All administrative services are performed by our strategic partnership with BCL Retirement Services. Please refer to the Strategic Partnership tab for additional information regarding our partner and their services.
BCL Retirement Plan Services
Plan Design and Documents: BCL Retirement Services will work with you to design the right plan for your company based on a multitude of factors.
Compliance & Reporting: BCL Retirement Services has over 50 years of experience making sure their clients are in compliance with federal laws and regulations.
- Testing (ADP and ACP)
- Top heavy testing
- Annual addition of benefits and allocation testing
- Minimum participation and coverage testing
- Form 5500 preparation
- Summary annual reports for participants
- Plan eligibility
- Participant vesting requirements