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Retirement

Bogush & Grady provides the following retirement plan services:
  • Assistance in choosing the proper retirement plan
  • Obtain the necessary plan documents
  • Eligibility determination
  • Calculation of employer contributions
  • Nondiscrimination compliance testing
  • Vesting determination
  • Benefit and account balance calculation
  • Participant statements
  • Preparation of Form 5500
  • Plan loan accounting
  • Participant distributions (along with preparation of Forms 1099-R and 945)
  • Assistance with Department of Labor and IRS issues

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