Our firm is unique in that we offer services through our separate pension consulting and administration group, The Wolf Pension Group, LLC (“WPG”). In addition to working together with The Wolf Law Group, P.C. on designing plans that uniquely fit our clients’ needs, The Wolf Pension Group, LLC offers clients full service administration, meaning that they do not have to look elsewhere to insure compliance with ERISA’s annual reporting and disclosure requirements and nondiscrimination testing for qualified plans. The employee benefits staff at The Wolf Pension Group, LLC works closely with your accountant and financial advisors to ensure that filing deadlines are met, contributions are determined properly and timely deposited, and plan participants receive accurate benefit statements.
Retirement Plan Administration with The Wolf Pension Group, LLC (“WPG”)
RETIREMENT PLAN ADMINISTRATION WITH THE WOLF PENSION GROUP, LLC (“WPG”)
Recordkeeping
Asset Reconciliation and Trust Accounting
Valuation Reports and Individual Employee Benefit Statements
Form 5500 Series and Related Schedules
Summary Annual Report
Non-Discrimination Testing Under 401(k) & 401(m), and 401(a)(4)
Compliance with Minimum Participation and Minimum Coverage Rules
Top-Heavy Determination
Benefit Determinations
Administrative Forms
Participant Loan Documentation
Plan Distribution Forms
Let’s Talk Retirement Plan Administration