Retirement Plan Administration

Are you in need of a retirement plan specialist?
Brixey & Meyer provides you with the consulting and technical expertise you need, by assisting you with plan design, implementation, and administration of your retirement plans. Our goal is to take the confusion out of plan administration duties and decision making, giving you peace of mind.

How can a retirement plan specialist help you?
Brixey & Meyer will focus on maximizing the efficiency of your current retirement plan administration, growing your retirement plan over time, and working to create a positive service experience that will increase your employees’ satisfaction and retention.

Our Third-Party Administration Services include:

Plan Implementation:

  • Plan Design to maximize benefits
  • Employee Enrollment Meetings
  • Plan Document Preparation and ongoing support
  • Maintaining your plan document for applicable law

Annual Compliance Services:

  • Preparing a Form 5500 and any related schedules, as needed
  • Providing a summary Annual Report (SAR)
  • Employee Eligibility Status & Vesting Percentages
  • Coverage & Nondiscrimination Testing
  • Profit Sharing & Safe Harbor Calculations

Distribution Services:

  • Hardship Withdrawal
  • Required Minimum Distributions
  • Qualified Domestic Relations Order
  • Participant Loans

How We Add Value:
Maximize the efficiency of the plan you have now, increase employee satisfaction & retention, and ensure compliance with complex rules & regulations

Contact Jill Proud, Retirement Administration Specialist:  Email

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