As a competitive employer, providing your team with the tools to safeguard their retirement is critical, requiring the expert administration of services among employers, advisors and administrators. SIMA Financial Group provides clients with full-service retirement plan installation, administration, education, and reporting.
SIMA HELPS YOU RETIRE THE SMART WAY
- Finalize retirement plan design based on business objectives and retirement goals
- Analyze design options and qualify plan with IRS
- Prepare enrollment kits and complete installation paperwork
- Conduct enrollment meetings and provide employee education
- Coordinate transfer of assets
- Gather census data and investment allocations
- Track employee eligibility, allocations, contributions, and transactions
- Administer plan loans and distributions
- Provide distribution options
- Submit required IRS and DOL reporting
- Prepare year-end census data, employer annual reports, form 5500 series, and year-end summary
