Retirement Planning Services
We work closely with our clients to provide expert plan design, eligibility and vesting determination, compliance testing, contribution determination and government forms preparation.
We provide participants with detailed and timely statements, allowing them to monitor the long-term performance of their account. Plan sponsors are provided with a comprehensive summary, which outlines all plan activity each reporting period.
Stalker & Associates handles all paperwork necessary for statement reporting as well as the paperwork for contributions and loans. We supply payroll stuffers, announcement letters and other informational items to help educate employees. We conduct employee meetings with personalized enrollment forms and illustrations of the benefits being offered.
As third party administrators, we work with all major investment platforms and partner with registered investment management firms for clients interested in offering access to plans from more than one investment house. We have relationships with other companies that allow access to personal fund management services. Using custom software, we ensure timely and accurate distributions, generate employee and management reports, and prepare required government forms including FASB, GASB, and 5500s.
We provide participants with detailed and timely statements, allowing them to monitor the long-term performance of their account. Plan sponsors are provided with a comprehensive summary, which outlines all plan activity each reporting period.
Stalker & Associates handles all paperwork necessary for statement reporting as well as the paperwork for contributions and loans. We supply payroll stuffers, announcement letters and other informational items to help educate employees. We conduct employee meetings with personalized enrollment forms and illustrations of the benefits being offered.
As third party administrators, we work with all major investment platforms and partner with registered investment management firms for clients interested in offering access to plans from more than one investment house. We have relationships with other companies that allow access to personal fund management services. Using custom software, we ensure timely and accurate distributions, generate employee and management reports, and prepare required government forms including FASB, GASB, and 5500s.