Services

Crown 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