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
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  • 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

Contact Us

920.236.3600

920.236.6585

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2450 Witzel Ave Oshkosh WI 54904

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