Lower Your Fiduciary Obligation
Sponsoring a retirement plan often takes specialized knowledge, and adds time-consuming administrative and fiduciary obligations to an employer’s busy workload. With the CalmHR’s PEO retirement solution, employers can meet this challenge. We allow employers to stay focused on their business by reducing fiduciary risk through delegation responsibilities to our retirement professionals.
Features
- Maintain & Sign Plan Documents
- Prepare & Sign Form 5500s
- Process Distributions & Loans
- Determine Eligibility
- Deliver Required Notices
- Provide Online Beneficiary Elections
- Contribution Rate Management
- Calculate, Track Vesting
- 1099-R Reporting
- Perform Annual Compliance Testing
- Select Investment Lineup
- Monitor and Update Investments
- Provide Investment Reviews