Third Party Administration

State-Of-The-Art Administration, Compliance and Recordkeeping Services

  • Daily Valuations and processing of participants accounts
  • Quarterly management reports summarizing all plan activity
  • Semi-annual discrimination and top heavy testing
  • All government filings - 1099R and 945 processing, signature ready Form 5500s, PBGC
  • Summary annual reports
  • ERISA fidelity bond coverage
  • Plan Document Services - updates for EGTRAA, GUST, and New Plan Designs

For additional information, contact Thesco Retirement Planning Services.