Plan Valuation and Allocations

Reconciliation of Plan Assets to Payroll

Financial Statements on Accrual Basis

Eligibility Calculations

Cash and Share Accounting

Participant Updates and Allocations

Loan Administration

Qualified Domestic Relations Order (QDRO) Processing

Vesting Calculations

Allocation Summary Reports

Distribution Packages

Individual Participant Statements

Plan Conversions

Compliance Testing

Contribution Deductibility

Top-Heavy Testing

Coverage Testing

Average Benefits Testing

General Nondiscrimination Testing

Compensation Ratio Testing

401(k) Nondiscrimination Testing

Annual Additions Limitations Testing

Calculations and Projections

Employer Contribution Analysis

Retirement Benefits Projections

Required Minimum Distribution Calculations

Projected Entry Date Reporting

All services provided by Heartland Consulting Group can be retained on a recurring or single occasion basis for companies with special needs. Please contact us for details regarding institutional outsourcing or with any questions regarding our other services.