Trust Industry
for over 14 Years
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Balance Forward Recordkeeping Services Defined Contribution Plans 401(k) - 403(b) - Profit Sharing - Money Purchase Pension We will handle any type of investment permitted by law and will work with Plan Document:
Services:
Reporting:
Tax Forms:
Instructions for opening a New 401(k) or other defined contribution plan Print out the New 401(k) Plan Set-up Form and complete it. Feel free to call us toll-free at 877-254-7085 if you have any questions while completing the set-up form. The completed New 401(k) Plan Set-up Form along with a check for the one-time installation fee of $250 should be mailed to: Revzon Consulting Group, LLC Once the Revzon Consulting Group has received the completed New 401(k) Plan Set-up Form along with a check for the fee we will begin to process your plan. It will take approximately two (2) weeks to set up the plan and produce the plan documents along with the ancillary forms. When you receive the plan documentation package it will contain detailed instructions as to which forms need to be signed, which ones need to be returned to us, which ones you should keep, and which ones need to be given to employees. After signing and returning the appropriate documents that we have sent to you, the plan is officially established. We will work with your financial services firm regarding the asset side of the plan to ensure we are able to track all of the plan assets. Our address is listed above and the remaining contact information is:
Instructions for opening an Existing 401(k) or other defined contribution plan Obtain a copy of the current plan document [this could be an individually drafted plan or a prototype plan and adoption agreement] Obtain copies of the last two years of 5500 forms Obtain copies of the last two years of testing data and reports Obtain copy of the current employee census Print out the Conversion 401(k) Plan Set-up Form and complete. Feel free to call us toll-free at 877-254-7085 if you have any questions while completing the set-up form. The completed Conversion 401(k) Plan Set-up Form, current plan document, 5500 forms, testing data/reports, and employee census along with a check for the one-time installation and conversion plan fee of $700 should be mailed to: Revzon Consulting Group, LLC Once The Revzon Consulting Group has received the completed Conversion 401(k) Plan Set-up Form along with a check for the fees we will begin to process your plan. It will take approximately two (2) weeks to set up the plan and produce the plan documents along with the ancillary forms. When you receive the plan documentation package it will contain detailed instructions as to which forms need to be signed, which ones need to be returned to us, which ones you should keep, and which ones need to be given to employees. After signing and returning the appropriate documents that we have sent to you, the plan is officially established. We will work with your financial services firm regarding the asset side of the plan to ensure they have all of the plan assets. Our address is listed above and the remaining contact information is:
Fees:
Annual Administrative Services - includes Signature-ready Form 5500 package (with EFast Electronic Filing)
Per Occurrence Fees
Plan Termination Processing and Filing $250.00 Termination of Services and Plan De-conversion If plan terminates within 2 years of set-up, 100% of annual fee in addition to regular fees. If plan terminates after 2 years of set-up, 50% of annual fee in addition to regular fees. |
Advisors Institutional Services TPA & Recordkeeping Services Project Management Services Trust Outsourced Services Other Services |