Administrative Retirement Services, Inc. Is Your Firm’s Chief Retirement Officer

What is Administrative Retirement Services, Inc. to your company? The answer is, we are your Chief Retirement Officer. We provide retirement plan expertise for a fraction of the cost of having an in-house retirement plan specialist. We are your best resource to consult regarding your current retirement plan issues and are also available to discuss questions you may have regarding proposed pension legislation.

Following are services that you are aware we provide:

• We prepare documentation you need to remain compliant with documentation requirements such as your plan document, plan amendments, Summary Annual Report, and annual notices.

• We ensure your plan passes required annual compliance testing such as the nondiscrimination tests, top heavy test, and coverage tests.

• We reconcile your plan assets and prepare the annual return for your retirement plan, called Form 5500.

• In some instances, we provide participant statements and prepare Form 1099-Rs for participant distributions.

Following are services you may not be aware we provide:

• We perform all necessary plan corrections. We perform corrections for operational failures such as late deposit of employee contributions, nondiscrimination testing failures and deposits of ineligible contributions.

• We perform filing corrections such as failure to file Form 5500s or late filing of Form 5500.

• We also perform corrections for not timely amending or restating the plan document for tax law changes.

You may also not be aware that we have relationships with many investment companies. We perform administration on retirement plans while our investment partners track plan assets. We work closely with investment companies to process distributions and to reconcile assets to prepare the plan’s annual return. We are able to provide you with an honest opinion of various investment companies as we do not sell investments or provide any investment services. In most instances we can also continue to be your third party administrator if you decide to change investments.

By continuing to employ Administrative Retirement Services, Inc., you will not have to incur the cost of changing your plan document and you will continue to have a service provider who is knowledgeable of your retirement plan’s specifics. This will reduce your cost and frustration while transferring assets between investment companies.

We are available at your convenience to discuss any retirement issues.
 

© Administrative Retirement Services, Inc. 2005
Published by Administrative Retirement Services, Inc., Copyright 2005 by Administrative Retirement Services, Inc. Reproduction in whole or in part is prohibited except by written permission. All rights are reserved. Information has been obtained by Administrative Retirement Services, Inc. from sources believed to be reliable. However, because of the possibility of human or mechanical error by our sources, Administrative Retirement Services, Inc. or others, Administrative Retirement Services, Inc. does not guarantee the accuracy, adequacy, or completeness of any information and is not responsible for any errors or omissions or the result obtained from the use of such information. Readers should seek specific advice before acting with regard to the subjects mentioned here.