ACCESS Benefit Services, Inc.

Our Services

ACCESS Benefit Services

Plan Design

  • Plan document according to client objectives
  • Restated plan document
  • Summary Plan Description
  • Participant enrollment information
  • Submission documents to IRS where applicable

Annual Administration Services

  • Determination of eligible participants
  • Calculations and allocation of contributions
  • Reconciliation of plan assets
  • Nondiscrimination testing in accordance with IRS regulations
  • Preparation of participant statements
  • Annual government 5500 filings
  • Distribution calculations and forms

Types of Plans

  • 401(k)
  • Defined Contribution
  • Safe Harbor 401(k)
  • Cross-Tested
  • Defined Benefit
  • Cash-Balance

Contact our office today to learn more and get started.

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