Defined Benefit Plans
The staff of D. H. Evans Associates is experienced in servicing both private and public employee single employer and multi-employer Defined Benefit Plans.
Our Defined Benefit Plan services include:
- Plan recordkeeping and administration
- Annual Participant Statements
- Computation and preparation of retirement options
- Retirement counseling
- Plan compliance services
- Preparation of Form 5500 and Pension Benefit Guaranty filings
- Retirement benefit payment services
- Participant 1099R tax form generation and IRS Filing
DHE will work with a Plan’s existing actuary or we can assist a plan sponsor in acquiring actuarial services from any of our various contacts within the actuarial profession.