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Services
Plan Design and Implementation
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Creative Plan Design and Consulting Services including 401(k), Profit Sharing, 403(b), Money Purchase, and Cash Balance Plans
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Complete Plan Document Services: Preapproved and Custom Documents including IRS Determination Letters
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Plan Implementation and Asset Transfer assistance
Plan Administration and Audit Assistance
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Comprehensive ERISA and IRS Compliance Services
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Secure Web-Based Portal to Streamline Communications and Document Retention
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Retirement Plan Audit Assistance
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Detailed Plan Reconciliation Reports
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Employee/Employer Communications
Other Services
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Plan Sponsor Vendor Search and Analysis
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Custom Projections for Budgeting and Compensation Planning
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Employee Distribution Services
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Plan Termination Services
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"
Morehead Plan Administrators is a perfect fit for our company. They are ready to support me with all of my 401(k) plan administration needs. Morehead Plan is focused on customer service. That is why we have been partners for over twelve years.
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CFO - Regional Bank |
creative, inc.