Click here to go directly to JPSA 401(k) Online for Participants, Employers, and Financial Professionals

Retirement Plan Services

• Plan Design and Consulting Services
• Profit Sharing, Money Purchase and 401(k) Retirement Plan Administration
• Daily Valuation or Traditional Balance Forward Recordkeeping for retirement plans
• Age-Weighted and Cross Tested Allocation Formulas
• Asset Reconciliation
• Comprehensive Employer Reports
• Participant Benefit Statements
• Preparation of Government Tax Forms
• Nondiscrimination and Compliance Testing
• Summary Annual Reports
• Document Services
• Summary Plan Descriptions
• Employee Enrollments, Education & Communication

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[ JPSA 401(k) Online ]