| Retirement Plan Administration |
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SandMartin has been assisting Third Party Administrators (TPA's) for Retirement Plan Accounting & Administration services for the last several years. In Defined Contribution plans we have a dedicated team for both Balance Forward and Daily Valuation form of Record Keeping. We provide end to end solutions to the client
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The services offered by us include |
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- Preparation of Plan Document
- Comprehensive Accounting for all Plan activity
- Payroll and Loan Processing
- Distribution Processing
- Preparation and analysis of various Year End Compliance Tests
- Signature ready IRS Form 5500, applicable schedules and SAR
- Annual report to Client and annual statements to participants
- Other miscellaneous work including preparation of 1099R’s, 5558, SS–4, 5330 etc
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Software’s used |
We have worked on various software’s like: |
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Sun Guard Corbel Relius Administration
Sun Guard Corbel Relius Government forms 5500
Sun Guard Corbel Relius Government forms SAR
Sun Guard Corbel Relius ASP Document System
Sun Guard Corbel Relius Government forms 1099R/W-2
DATAIR Pension System
DATAIR Pension Reporter
DATAIR Document System
TRUST.ME
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In addition we are using various data management software’s provided by the clients. |
