At CLF Retirement Planning, we specialize in providing comprehensive third‐party administration (TPA) services for retirement plans. With our expertise in compliance testing, DOL filings, Summary Annual Reports, financial statements, and plan document consulting, we help our clients navigate the complex landscape of retirement plan administration with confidence and ease.
Compliance Testing: Our team of experienced professionals ensures that your retirement plan complies with all relevant regulations and requirements, including annual testing for coverage, nondiscrimination, and contribution limits. We provide accurate and timely testing results, identify and address any issues, and offer strategic solutions to optimize your plan’s performance.
DOL Filings: We handle all required filings with the Department of Labor (DOL), including Form 5500 and related schedules, to help you meet your annual reporting obligations. Our meticulous approach ensures that your filings are completed accurately and submitted on time, reducing the risk of penalties or audits.
Summary Annual Reports: We prepare comprehensive Summary Annual Reports (SARs) that summarize your plan’s financial activity and provide key information to plan participants. Our SARs are easy to understand, compliant with regulatory requirements, and reflect our commitment to accuracy and attention to detail.
Financial Statements: Our skilled team of professionals prepares complete and accurate financial statements for your retirement plan, including a Statement of Assets & Liabilities and Receipts & Disbursements. Our financial statements provide a clear picture of your plan’s financial health.
Plan Document Consulting: We work closely with you to review, analyze, and update your plan documents to ensure they align with your business objectives and support your contribution goals. Our experienced team provides expert guidance on plan design, document restatements, and plan amendments, helping you maintain a compliant and efficient retirement plan.
