LIEBG serves as the third-party administrator for plans ranging from one participant to 1000+ participants, and we apply a consistently high level of attention to detail to each plan. We pride ourself in meticulous plan administration and a level of service and professionalism that is second to none. Along with our financial institution partners, we continue to refine and enhance our systems to accommodate the expanding needs of our clients and to provide for consistent, efficient, and accurate administration of our client’s retirement plans.
Our administrative services include:
Annual Reporting (i.e., Form 5500)
Summary Annual Reports
ADP & ACP Testing
Distributions to participants
Minimum coverage testing
Top heavy analysis
Regular participants statements
Calculation of required contributions
Minimum participation testing
Safe – Harbor notices
Calculation of plan termination liabilities
Calculation of tax – deductible contributions
Annual actuarial valuation and reporting
Whether performing compliance testing or processing participant loans or hardship distributions, our administrators provovide outstanding customer service with a focus on the well-being of your plan and your employees.