Wipfli's experts are specialized in record keeping for both retirement plans and flexible benefit plans. Our experts will keep you up to date on current developments in employee benefits and ensure your compliance with IRS and DOL requirements.

Features

• Process employee data for determining eligibility, vesting, allocations, and calculate contributions
• Prepare a summary of participants' accounts including account statements for participants
• Perform discrimination testing
• Provide distribution notices and election forms for terminated participants
• Review and process qualified domestic relations orders
• Prepare plan loan documentation
• Process flexible benefit claims and recordkeeping of participants' accounts

Benefits

• 24-hour access for plan participants with toll-free voice response and Internet access technologies
• Stay current with developments in employee benefits
• Ensure compliance with the IRS and DOL