• Should you bundle your administration and recordkeeping? What are the pros and cons for keeping these services and providers unbundled?
• Have you performed a retirement program review to assess whether it meets your needs and objectives? Are you taking advantage of the best tax-savings options available to you?
• Are you a Third Party Administrator (TPA) involved in administering IRC section 403(b), 457, 401(k), or other defined contribution arrangements? Clarity partners will TPAs who specialize in any related services. For more information, see Industry Resources.

We'll partner with you to:

• Analyze plan design at no cost;
• Install and amend plan documents;
• Perform ADP, ACP, and all other required testing;
• Prepare governmental filings for IRS;
• Calculate profit sharing and match contributions;
• Assist with administration of participant distribution;
• calculations and loan distributions;
• Educate employees to potentially increase participation;
• Help management, Board members and policy makers meet goals and objectives for the plan.