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Plan Administration
Plan Administration, Handled with Precision
Plan administration plays a fundamental role in any 401(k) retirement plan, combining trust, considerable knowledge, and prudence to make certain that your plan information is accurate and in compliance with regulations. At Alliance, we provide comprehensive management and oversight of your benefit plan through our Tailored Solutions. We take our responsibilities seriously and make certain the necessary services are completed with accuracy and are delivered on time.
Plan Administration
We’ve got you covered:
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Our experienced administrative team reviews your plan summary to determine participant eligibility and vesting, while also verifying contribution data and allocation calculations for accuracy.
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Our compliance professionals collect year-end census data to conduct non-discrimination testing, calculate forfeitures allocations, and prepare and file Form 5500. We also manage distributions with 1099’s and 945 filings, and handle the preparation and delivery of annual participant notices.
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Our partners conduct trustee reviews that include an executive summary, detailed plan-level reporting, and full reconciliations. They also support plan audits and assist with Self-Directed Brokerage Accounts, when applicable.
Explore our other Services!
Plan Consulting
Plan Administration
Recordkeeping
Investment Advisor
Fiduciary Services
Participant Education
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