Administration Services

Quality plan administration is vital to ensure the plan’s continued effectiveness and overall success.  While plan administration can often be complicated and confusing, this is what we do every day and so you can trust that your plan is in good hands.

Donohue Feiman performs the following record keeping and administrative services:

• Preparation of participant statements
• Allocation and accrual of participant benefits
• Summary of plan assets and liabilities
• Preparation of government reports
• Periodic tax and legal updates
• Actuarial analysis and report preparation

Donohue Feiman continuously monitors current legislation and legal requirements. This enables plans to maintain their qualified status with the IRS and Department of Labor. All changes are continuously integrated into our systems in order to provide the most effective communication and application of new legal requirements to plan sponsors and employees.

The plans that we currently administer include:

• Solo 401(k) Plans
• Traditional 401(k) Plans
• Profit Sharing Plans
• Defined Benefit Plans
• DB/DC Combination Plans
• Cash Balance Plans