Retirement Services
- - Calculation of annual retirement plan contribution
- - Preparation of annual retirement plan tax returns
- - Preparation of annual participant statements and annual report for participants
- - Reconciliation of retirement plan assets annually, or as needed
- - Maintenance of employee loans when allowed by retirement plan
- - Assistance with 401(k) deferral planning for participants to ensure that maximum deferral limits are met annually
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715 Walnut Street Gadsden
Alabama 35901