The Wolf Pension Group, LLC
114 Old Country Road, Suite 116
Mineola, New York 11501
email@e-risa.com
516.877.9653
- ERISA Compliant Assistance
- Retirement Plan Design
- Plan Implementation & Administration
- Legal Services
- Health & Welfare Plans
- Pension Benefits Planning
- Investment Assistance Services
- IRS & DOL Correction Programs
- ERISA Compliant Assistance
- Retirement Plan Design
- Plan Implementation & Administration
- Legal Services
- Health & Welfare Plans
- Pension Benefits Planning
- Investment Assistance Services
- IRS & DOL Correction Programs
- ERISA Compliant Assistance
- Retirement Plan Design
- Plan Implementation & Administration
- Legal Services
- Health & Welfare Plans
- Pension Benefits Planning
- Investment Assistance Services
- IRS & DOL Correction Programs
Retirement Plan Administration
WPG offers clients full service administration, including compliance with ERISA’s annual reporting and disclosure requirements and nondiscrimination testing for all qualified plans. Our employee benefits staff works closely with your accountant and financial advisors to ensure that filing deadlines are met, contributions are determined properly and timely deposited, and plan participants receive accurate benefit statements.
Summary of Plan Administrative Services
- Recordkeeping
- Asset Reconciliation and Trust Accounting
- Valuation Reports and Individual Employee Benefit Statements
- Form 5500 Series and Related Schedules
- Summary Annual Report
- Non-Discrimination Testing Under 401(k) & 401(m), and 401(a)(4)
- Compliance with Minimum Participation and Minimum Coverage Rules
- Top-Heavy Determination
- Benefit Determinations
- Administrative Forms
- Participant Loan Documentation
- Plan Distribution Forms