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Hawaii5500 LLC

services

Defined Contribution Plan Services
Non-investment related administration, compliance and consulting services for the following types of Defined Contribution plans:
  • Traditional 401(k) Plans
  • Safe Harbor 401(k) Plans
  • Profit Sharing Plans, including cross-tested
  • Combo Plans
  • Money Purchase Pension Plans
  • 403 (b) Plans

          Administration services include, but are not limited to the following:
  • Eligibility Review, including:
    • Plan participation
    • Contribution eligibility by contribution type
    • Compensation
  • Trust financial review and reconciliation
  • Contribution and forfeiture calculations
  • Vesting calculations
  • Periodic allocation reports
  • Participant benefit statements, including new fee disclosure notifications, as the new regulations come into effect for plan years starting November 1, 2011 or later
  • Distribution and loan calculations
  • Form 5500, related schedules and Form 8955-SSA

         Compliance services include, but are not limited to, review and testing of the following, as applicable:
  • ADP Testing - on 401(k) contributions
  • ACP Testing - on match contributions
  • Maximum deferral limits (§402(g))
  • Catchup contribution eligibility and limits
  • Maximum annual additions (§415)
  • Maximum employer contribution deduction limit (§404(a)(7)(A))
  • Coverage (§410(b))
  • Nondiscrimination (§401(a)(4))
  • Top Heavy (§416)
  • Required minimum distributions (§401(a)(9))

          Consulting services include, but are not limited to, the following:
  • Plan design review and contribution studies
  • Correction processes and programs
  • Plan terminations

Defined Benefit Plan Services
  • Employee Data Reconciliation
  • Trust Reconciliation
  • Benefit Calculations
  • Benefit Statements and Listings
  • Form 5500, related schedules and Form 8955-SSA

Welfare Benefit Plan Services
  • Wrap Plan Document and Summary Plan Description preparation
  • Form 5500 and related schedules
  • Form 5500 corrections

Revenue Sharing / TPA Compensation
  • Many investment companies/recordkeeping providers pay Third Party Administrators compensation for servicing a plan on their platform.
  • Hawaii5500 is proud that we have always taken the unusual step of crediting 100% of all revenue received back to the given Plan Sponsor.  This reduces your out of pocket expense for our services.

Confidentiality
  • Encrypted data with a secure data multi-backup plan in place in the event of unforeseen circumstances.

Please contact me to discuss the specific needs of your organization.

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Honolulu | Kaneohe (SERVING ALL ISLANDS AND MAINLAND TOO)
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