Our Retirement Team:

SKCG’s Third Party Administrator (TPA) uses these resources when working with clients:

Enrolled actuaries on staff ERISA attorneys on staff Plan administrators Customized plan design Annual valuation reports Summary plan description ADP/ACP testing Multiple use testing Top-heavy testing

Trust document Adoption agreement Loan services Hardship withdrawals Quarterly statements IRS Form 5500 filing Defined benefit plans Money purchase plans New comparability plans

SKCG’s in-house Administration & Operational Support Team offers these services:

• Preferred Pension Administrator (PPA)
• Research, design and implementation
• Employee educational resources
• Custom-designed quarterly statements
• Employee enrollment meetings
• Daily client contact
• Account managers on staff
• HR support
• Direct link to recordkeeping systems
• Investment policy statement strategies
• Recordkeeping only services