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- We provide plan documents and amendments or
changes as required by changes in law or regulations.
- Discrimination Testing
We perform all required Discrimination tests.
- Complete annual IRS Form 5500, for filing with
the Department of Labor, ready for your signature (if required).
- Establish an electronic database for
maintaining the company's files.
- Update the company's database monthly for
employee changes (i.e. terminations, newly hired employees, benefit
election changes.
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