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Managing your retirement plan with it's trust assets can be a daunting tasks what with new regulations, compliance testing, reporting forms, changing markets, audits etc. A professional consultant can simplify many of these tasks so you're only worry is when and where to retire.
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MJ Consulting Group, Inc. is the
successor corporation to a firm that was started in Los Angeles in
1977. It currently services 400 clients that qualify as small
businesses (under 100 employees). Clients come from virtually all
business groups with particular emphasis in the professions. The
President, Michael A. Jones has been involved in the Employee
Benefits/Retirement field since 1967 and has participated in the
design and administration of retirement plans as large as 50,000
participants. The Vice-President/Administration Stacy McCauley has
over 25 years of experience in administering various types of
retirement plans. She is particularly skilled at helping people new
to the retirement plan administration process. Many of the procedures
and forms that Mrs. McCauley has designed are industry standards. We are located at 3452 E. Foothill Blvd., #305, Pasadena, CA 91107. Phone: (626)356-9996, Fax: (626)449-8808. Email: mjgroup@pacbell.net. |
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The following services are
available: (1) NEW PLAN DESIGN/ANALYSIS - Perform a comprehensive analysis of new plan requirements and prepare plan design parameters which best meet the Employer's requirements. (2) NEW PLAN INSTALLATION - Preparation of all plan documents and appropriate submissions for regulatory agencies. (3) EXISTING PLAN TAKEOVER - Review existing documentation and reporting to determine if the plan meets the Employer's needs, is being operated in accordance with current plan provisions as well as conforming to all applicable IRS, DOL and other regulatory requirements. Establish record keeping systems as required. (4) EXISTING PLAN AMENDMENTS/RESTATEMENTS - Amend/Restate the entire plan as required to conform to regulatory changes. (5) ANNUAL PLAN ADMINISTRATION - Determine eligibility for Plan participation and benefits, determine contribution levels, maintain required records, prepare annual participant statements, prepare all required regulatory reporting, conduct required testing, prepare required documentation for terminating/retiring participant and perform other administrative services as required to ensure correct Plan operation. (6) ANNUAL TRUST ADMINISTRATION - Reconcile the trust assets with prior years to ensure continuity, establish earnings/loss amounts, review asset valuations, ensure proper titling of trust assets, ensure compliance with ERISA rules regarding prohibited transactions etc. Trust reconciliation is required for each trust prior to any actuarial valuation/certification (as required) or Annual Plan Administration Services. (7) PLAN TERMINATION - Prepare complete documentation and reporting necessary for the dissolution of the Plan and Trust. (8) MISCELLANEOUS - Additional services are available including but not limited to plan amendments, special actuarial studies, interim asset valuations, plan audits, etc.
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| SMALL BUSINESS RETIREMENT PLANS THAT WORK IRS PUBLICATION 560 - RETIREMENT PLANS FOR SMALL BUSINESSES DEPARTMENT OF LABOR - RETIREMENT PLANS, BENEFITS AND SAVINGS
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| O'DELL JARVIS MANDELL LLC (OJM GROUP)
DATAIR EMPLOYEE BENEFIT SYSTEMS Copyright © 2008 - All Rights Reserved - MJ Consulting Group, Inc. |
