Client Services

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