When FBG administers your plan, FBG becomes your Third Party Administrator (TPA). In that role, we provide the following services, as necessary:
- Prepare annual account allocation by source (Employee Deferral, Employer Matching and Employer Discretionary Contributions, as applicable).
- Prepare annual pension benefit calculation.
- Prepare annual reports for submission to the Department of Labor (Form 5500 and related schedules).
- Prepare government required Summary Annual Report (SAR) for distribution to all participants.
- Calculate employer�s 401(k) discretionary and/or matching contribution to the Plan, as applicable.
- Calculate employer�s pension cost/contribution.
- Prepare Annual Employee Benefit Statements.
- Prepare participant distribution directives for each terminated participant, including vested benefit calculations.
- Calculate eligibility under IRC �401(a)(1).
- Perform Actual Deferral Percentage Test under IRC �401(k).
- Perform Actual Contribution Percentage Test under IRC �401(m).
- Calculate Deduction Limit under IRC �404.
- Calculate Ratio Percentage Test under IRC �410(b).
- Calculate Annual Addition and Benefit Limits under IRC �415.
- Prove non-discrimination under IRC �401(a)(4).
- Calculate Minimum Participation Requirements under IRC �401(a)(26).
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