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Administrative and Compliance Services

NRS offers high quality, cost-effective plan administration and recordkeeping services that include:

  • Eligibility Maintenance

  • Vesting Calculations

  • Valuation of Trust Accounts

  • Top Heavy and Annual Additions

  • Discrimination Testing

  • Forfeiture and Profit Sharing Allocations

  • Processing of Plan Distributions

  • Participant Loans and Hardship Processing

  • Periodic Participant Statements

  • Management Reports

  • Preparation of  EBSA/IRS 5500 Forms

  • Preparation of Summary Annual Report

  • Maintenance of Employee Plan Records
     
  • Calculation of Age 70.5 - Required Minimum Distributions
     
  • Actuarial Services for Defined Benefit Pension Plans (including Cash Balance Plans)
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