RETIREMENT PLAN ADMINISTRATION
Does the shifting regulatory environment have your team feeling stressed and unprepared? Are you looking for support to ensure you are audit ready?
A mismanaged retirement plan can result in testing and audit failures and lead to unforeseeable expenses potentially impacting your company's financial stability.
In partnership with a team of qualified plan administrators, leading companies align plan provisions with organizational objectives by integrating financial considerations, employee communications and regulatory components into a unified strategy.
OneDigital offers a range of third-party administration services customized to proactively design and administer a plan that supports employees appropriately and remains audit-ready.
Full-Service Plan Administration
OneDigital Retirement Plan Administration specialists manage impacts and stress associated with managing a retirement plan in a shifting regulatory environment.
PLAN DESIGN STRATEGIES
Improve effectiveness and alignment with workforce demographics.
REDUCED HR BURDEN
Delegate day-to-day operations, including required communication, filings and processes.
EFFECTIVENESS & COST
Understand the implications of the proposed changes on your workforce and budget.
TESTING & AUDIT OVERSIGHT
Reduce stress and minimize responsibility, liability and risk of unexpected expenses.
SOLUTIONS FOR EMPLOYERS OF ALL SIZES
OneDigital focuses on the technical aspects of your plan, keeping you focused on running your business with fewer headaches and your budget protected from the unexpected.
- Assistance with plan-related communications
- Preparation of annual returns and reports
- Audit management and oversight
- Evaluation of plan effectiveness
- Alignment with workforce demographics
RESOURCES
All 401(k) and profit-sharing plans need to be amended and restated during the two-year period from August 1, 2020, to July 31, 2022.
Stay in compliance by understanding the IRS contribution and testing limits for 2021.
MEET THE TEAM
OneDigital | RETIREMENT PLAN ADMINISTRATION
Is your team audit ready?
Companies of all sizes are required to complete testing for their qualified retirement plans. Reduce stress and likelihood of surprises by engaging with our team of qualified retirement plan administrators to ensure plan health. Contact OneDigital to talk with a dedicated member of our Retirement Plan Administration team today.