Retirement Plan Set-Up

We will design a plan to meet your needs OR work with you and your broker to adopt a prototype document.

Implementation
We provide a Summary Plan Description to employees and explain the choices available to them. We can work with your investment broker to coordinate employee meetings and enrollment.

Plan Administration
TEFRA, Inc. will provide you with:

1. Annual Report, including:
   1. Statement of net assets available for benefits
   2. Statement of change in net assets available for benefits
   3. Schedule of assets
   4. Any other statements your plan requires
2. Individual Statements for each plan participant
3. Notice of Maximum Deductible contributions
4. Annual Qualification Testing
5. Government Tax forms and schedules
6. Receipt & Release forms for distributions

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