Services

Investment and savings fund planning for future retirementCrown Benefits has a proven track record in third party administration of retirement & pension plans offering a variety of retirement plan solutions benefiting clients across the United States. At Crown we perform a full range of ongoing administration services including, actuarial services, plan year end valuations, compliance testing and government reporting.

Expert Plan Design

  • Plan type (Defined Contribution, Defined Benefits or a combination)
  • Eligibility requirements
  • Limits on Employee Deferrals
  • Company Matching Contributions
  • Tiered Employer Contributions
  • Vesting schedules
  • Loan Policies
  • Distribution Policies

Plan Installation

  • Flexible Pre-Approved Plan Documents
  • Summary Plan Description
  • Sample Resolutions
  • Employee Education

Yearly Administration

  • Annual Review of plan provisions
  • Contribution Calculations
  • Compliance testing
  • Annual Valuation
  • Annual Participant Statements
  • Annual Reporting