Headquarters
127 Washington Avenue
West Wing, PO Box 478
North Haven, CT 06473
Tel: (203) 234-2229
Fax: (203) 234-8369
Our Services
Participant Recordkeeping
Daily account valuations
Daily transaction processing
Balance forward accounting
Preparation of the interim and annual valuations
Benefit statements
Reconciliation of trust assets
Profit sharing allocations
Employee rollover accounts
Determination of participant eligibility
Calculation of vested and forfeited benefits
Communication Services
Employee enrollment meetings
Participant investment education
Enrollment and investment video presentation
Investment performance reports
Quarterly newsletters
Technical and Compliance
ERISA, DOL and IRS compliance
Non-discrimination testing
Reporting and Disclosure reports, including the IRS 5500 form
Analyze legislation affecting plan design and operation
Actuarial Services
Actuarial valuations
IRS Form 5500 Schedule B certification
Retirement benefit projections
Actuarial certification on post-retirement medical benefits