Retirement Plan Administration

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Murfee Meadows, Inc. is here to help your employees reach their retirement goals. With personal attention we pride ourselves on educating everyone on the importance of retirement savings and increase Plan participation.

The types of plans we administer are: 401(k), Profit Sharing Plan, Money Purchase Plan, 403(b), 457(b) Governmental Plan, ESOP, SEP, SIMPLE 401(k) and 457(b) Non-Profit Plans.

Murfee Meadows, Inc. will perform the following services:

  • Plan Document, SPD, Adoption Agreement & Amendments
  • Investment Policy Statement
  • ADP/ACP Test
  • Annual Additions Test (415 limit)
  • Top Heavy Test
  • Maximum Deductible Employer Contribution
  • Minimum Coverage and Participation Test
  • 70½ Minimum Required Distribution Calculations
  • Loan Administration
  • Hardship Withdrawal Compliance Review
  • Calculate Vesting
  • Calculation of Employer Contribution
  • Balance Sheet
  • IRS Form 5500
  • Schedules A, C, D, E, G, H, I, R, as required
  • Summary Annual Report
  • IRS Form 8955-SSA
  • Unlimited Support Calls To Your Dedicated Relationship Manager  

Contact Murfee Meadows to help you implement a successful retirement strategy for you and your employees.