Security Administrators, Inc. (SAI) provides a complete range of services for employee retirement plans. These include administrative, actuarial, retirement plan consultation, & design services.
With more than 30 years’ experience, we can assist you in designing and maintaining your retirement plan. Below are some of the ongoing administrative services we can provide:
- Annual IRS Form 5500 preparation
- Annual valuation and record keeping
- IRS submissions for document approval and correction programs
- Loan programs and record keeping
- Non-discrimination testing
- Participant eligibility, vesting, and allocation determination
- Participant payout calculations
- Participant statements
- Plan amendment
- Plan termination
