Designing, drafting or reviewing documents for qualified defined benefit plans, profit sharing plans, money purchase plans and employee stock ownership plans.

Designing, drafting or reviewing 403(b) plans and 457(b) and (f) plans.

Conducting or reviewing nondiscrimination testing under Code Section 401(a)(4), 401(k) and 401(m).

Conducting or reviewing coverage testing under Code Section 410(b).

Drafting or reviewing all disclosure documents, including Summary Plan Descriptions, Summary of Material Modifications and Summary Annual Reports.

Completing or reviewing Form 5500 and all schedules.

Completing or reviewing IRS Determination Letter Requests.

Drafting or reviewing corporate resolutions, plan administrator minutes and procedures.

Drafting or reviewing third party administrator contracts and procedures.

Drafting and reviewing Internal Revenue Service and Department of Labor correction requests.

Assisting in Internal Revenue Service and Department of Labor audits.

Creating and monitoring plan administration functions.

Assisting in determining benefit claims and appeals.

Monitoring compliance with ERISA Section 404(c).

Reviewing compliance with ERISA fiduciary requirements.

Reviewing in litigation issues.

Conducting compliance audits.

Review accountant’s opinion for compliance.

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