Administration & Recordkeeping

Critical Elements in Your Retirement Plan

Administration and recordkeeping can create an unnecessary burden for employers. It is critical to have accurate and timely processing to ensure plan compliance is maintained which in turn, mitigates your risk. At BeneTrak, we take these matters seriously, and wish to educate our clients on these processes in order to avoid any issues or set backs.

We provide flexible, reliable, and outstanding customer service! Our best in class Third Party service expertise will remove these burdens from you and ensure you can focus on the growth of your business.

We provide both of these valuable services to assist you with:

  • Retirement plan consulting
  • Government reporting
  • Compliance testing
  • Loan recordkeeping
  • Distribution processing
  • Annual plan review
  • Plan document services
  • Custom reports

Click here for 5500 E-File Services