CPH uses industry leading plan document, administration and government reporting software, to provide services that are fully compliant with Internal Revenue Service regulations and include quality-control features to ensure accuracy within every plan.
PLAN DESIGN AND INSTALLATION
PLAN DESIGN AND INSTALLATION – Using our qualified plan documents, we work with business owners, financial advisors and CPAs to design custom retirement plans, as well as work with national record-keeping service providers to ensure successful plan installation.
Using administration software, our experienced plan administrators input, import and maintain pertinent plan information used in administering each plan.
Our services include performing annual compliance testing to ensure your plan maintains a qualified status.
GOVERNMENT FILINGS – Using government reporting software, CPH prepares Form 5500s, Summary Annual Reports, Form 5330s and Form 1099-Rs. With your authorization, our services also include filing the Form 5500, including applicable schedules and attachments electronically on your behalf.
We provide plan reporting, including trust accounting and individual participant statements.
We work with our clients, their financial advisors and CPAs to calculate annual contributions that ensure our clients meet their objectives and requirements.
We provide annual actuarial calculations and reporting for defined benefit and cash balance plans.