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
