Retirement Plan Administration: Coe provides Administrative Services for nearly every type of Retirement Plan regardless of who the funding company may be.
These plan designs include, but are not limited to:
- 401(k) Plans • Safe Harbor Plans
- SIMPLE 401(K) Plans • SIMPLE Plans
- SEP Plans • Profit Sharing Plans
- Defined Benefit Plans • Cash Balance Plans
- Target Plans • 403(b)/TSA Plans
- Government plans
- Floor Offset Plans
- Triple Match Plans
- Employee Stock Ownership Plans (ESOP)
- Deferred Compensation Plans
- Family Charitable Foundations Administrative Services
In addition to our day to day Administrative Services, we provide annual compliance testing for your plan.
These services include but are not limited to:
- Collection of Employee Census Data
(Often provided by your Payroll Vendor) - Asset Review
- ADP/ACP Test
- Coverage Test
- Top Heavy Test
- Determination of Eligibility
- Loans and Distributions
- Retirement Calculations
- Assistance with IRS and DOL Audits
- Form 5500 Completion and Posting