Blue Benefits Consulting, Inc.
From actively monitoring the laws that relate to pension administration — and keeping you informed of their impact – to bringing innovative ideas to the table, at Blue Benefits Consulting, Inc., we provide personalized options to meet your company’s retirement plan needs. Our professionals will help you obtain the most benefit from your retirement plan with services that keep your plan running smoothly — whether you are starting up a new plan or working with an existing plan. And as an affiliate of Blue & Co., LLC, our clients also have access to all of Blue & Co.’s resources in assurance services, business services, business valuation, healthcare services, and tax consulting.
Retirement Plan Administration Services Plan Design • Plan design tailored to the needs of your company and employees • Consultation with your financial advisor and attorney to finalize plan provisions • Assistance maximizing tax advantages • Preparation of plan documents and administrative forms • Communication of plan provisions to your employees Recordkeeping Services • Employer contribution calculation • Trust reconciliation and annual reporting • Regulatory compliance and non-discrimination testing • Participant statements and annual notice preparation as required • Participant distributions, including hardship, in-service and rollovers • Application of forfeitures according to your plan provisions • Calculation of participant loans and supporting documentation • Preparation of submission ready Form 5500 ready for electronic signature Consulting Services • Assistance with plan design and changes • Cost projections of various design alternatives • Assistance with governmental or external audits • Representation for IRS or DOL audit of plan • Preparation of application for IRS and DOL correction programs
Address: 400 W. 7th Street, Suite 200, Bloomington, IN 47404, USA
Phone: +1 812 334 3122
FAX:
