Defined Contribution Plans
The staff of D. H. Evans Associates is experienced in servicing both private and public employee single employer and multi-employer Defined Contribution Plans including Money Purchase, Profit Sharing, 401(K), 403(b) and 457 plans.
Our Defined Contribution Plan services include:
- Plan record keeping and administration
- Plan document and amendment preparation
- Plan design consultation
- Discrimination Testing
- Plan compliance services
- Preparation of Form 5500 filings
- Retirement counseling
- Computation and preparation of retirement options
- Participant Statements
- Retirement benefit payment services
- Participant 1099R tax form generation and IRS Filing
- Hardship Administration
- Participant loan processing
DHE in conjunction with our Defined Contribution Plan Service Partners will administer plans that require daily valuation services.