Hooker & Holcombe Retirement Services, Inc.
provides a complete range of services for 401(k) and other defined contribution
plans.
Consulting
Discuss and advise on the cost implications of plan features for:
- 401(k)
- Profit-sharing, target benefit
- Money purchase
- ESOP
- 403(b)
- 457
- Non-qualified plans
- Age-weighted plans
- Cross-tested plans
Working with Plan Attorney
Ensure that the plan design meets the employer's objectives.
Administrative and Recordkeeping Services
- Administrative forms
- Data collection
- Benefit statements
- Management reports
- 403(b)
- 457
- Non-qualified plans
- Age-weighted plans
- Cross-tested plans
Bundled Services
Choice of bundled services with a large array of investment providers.
Allocation of:
- Contributions and forfeitures
- Investment earnings
- Transfers between investment funds
- Company stock
Compliance Services
- Non-discrimination tests
- Combined limit testing (Section 415)
- Form 5500 and attachments
- Submission of IRS determination letter
Participant Voice Response System
- Account balances
- Investment information
- Loan and withdrawal requests
- Transfers and investment changes
Employee Communications
- Assistance to Human Resources Dept.
- Employee enrollment meetings
- Question and answer sessions
- Summary Plan Descriptions
- Consolidated statement of benefits