 Retirement
Plan Services
RHRS assists in the implementation of new
retirement plans as well as reviewing existing retirement plans to
determine potential improvements. RHRS works closely with client
businesses to determine the appropriate retirement program for the
business and the employees, and assists the client in implementing and
maintaining the program. If desirable, RHRS can introduce clients to an
investment firm for investing of the retirement funds.
Examples of potential retirement plans:
-
Profit Sharing
-
401(k)
-
Simple IRA
-
Simple 401(k)
-
Self Employed Pension
-
Keogh
Examples of third party administration
services:
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Preparation of Form 5500
-
Adoption of a new plan
-
Amendment of existing plans to optimize
current retirement funding regulations
-
Assistance in fiduciary bonding
requirements
-
Initial communication to participants
involving enrollment and participation
-
Continuing employee communication and
education
-
Pre-retirement and Post-retirement
distributions
-
In-Service distributions such as hardship
withdrawals or participant loans
-
Procedures for plan termination
-
Audits of employee benefit retirement
plans
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