Retirement Plan Services

Retirement Plan Services

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We work with your company to make sure you have all the information you need to make the right decision. From developing the structure of your plan to educating your employees, Raabe & Associates LLC, takes a total solution approach to helping your company with its retirement plans.

Retirement Plan Objectives:
What Are The Goals Of Your Plan
What Does It Cost Your Company
Do Your Employees Perceive The Value
Are There Alternative Plan Structures

Fiduciary Responsibilities/ Liabilities:
Appropriate Investments
Participant Direction
Investment Policy Statement
Investment Reviews
ERISA 404(c)

Document Compliance:
LOD
GUST/EGTRRA Amendments
RMD Amendments
SPD
S/H Notice

Administration Compliance:
Process and Procedures
Enrollment
Payroll Withholding & Deposit
Allocations
Forfeitures
Expenses
Benefit Distribution Notifications
Regulatory Compliance
Top Heavy
401(k) & (m)
Deductibility Limits
410(b)
415
Required Minimum Distributions
5500 and SAR