To keep your plan operating efficiently and in compliance, we will monitor and announce tax law changes, suggest appropriate plan adjustments and communicate with your employees.

ABG Southwest offers comprehensive and fully integrated retirement plan administration services encompassing all aspects of plan management. These services include (but are not limited to):

  • Customized plan design and installation
  • Preparation of plan documents and ongoing legislative/regulatory updates
  • Preparation of required employee notifications and disclosures
  • Calculation of employer contributions
  • Testing to demonstrate satisfaction of IRS nondiscrimination and coverage requirements and annual contribution limitations
  • Year-end trust reconciliation and account activity reporting
  • Preparation of Form 5500 Annual Return/Report
  • Processing of participant distributions (termination, in-service, or hardship) and participant loans (includes paperless options)
  • Preparation of fee disclosures that conform to Department of Labor requirements

You will benefit from the administrative and practical experience of our well versed group of professionals.