Colorado Secure Savings Program ALL registration deadlines passed - act now to avoid penalties YOUR OPTIONS

Plan Design Consulting

  • Monitor Eligibility & Deferrals (by Source)
  • Prepare Pro Forma Contribution Modeling: Safe Harbor Election; Pro Rata Profit Sharing; New Comparability P/S; Age-Weighted P/S
  • Verify Participant Vesting by Source

Investment Management & Advice

  • Qualified Default Investment Alternative (QDIA)
  • Establish Plan Governance Documentation
  • Prepare Investment Option Summaries
  • Monitor Investment Option Changes
  • Coordinate with 3(21) Consultant

Plan Administration & Compliance

  • Maintain Plan Documents
  • Recommend Insurance & Bonding Levels
  • Oversee Annual Non-Discrimination Testing
  • Confirm Accuracy of Annual Tax Filings
  • Monitor Service Provider Fees & Performance

Participant Communication

  • Review Participant Notices
  • Evaluate Required Plan Disclosures
  • Coordinate Service Provider(s) Fulfilment