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Advanced Plan Designs, LLC

Specializing in the Design, Installation and Administration of Qualified Retirement Plans.

http://www.advancedplandesigns.com/

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Advanced Plan Designs, LLC | advancedplandesigns.com Reviews
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Specializing in the Design, Installation and Administration of Qualified Retirement Plans.
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9 advanced plan designs
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Advanced Plan Designs, LLC | advancedplandesigns.com Reviews

https://advancedplandesigns.com

Specializing in the Design, Installation and Administration of Qualified Retirement Plans.

INTERNAL PAGES

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1

Retrieving Client Package

http://advancedplandesigns.com/retrieving-client-package

Advanced Plan Designs LLC. Http:/ advancedplandesigns.com/wp-content/uploads/retrieving-client-package.mp4. Plan Design and Document Consultation. Phone: 417-885-0181, Fax: 417-885-0198. 3859 S Cox Ave, Springfield, MO 65807. Let’s Operate 401(k) Plans as True Retirement Plan. The long-term trend away from traditional defined benefit … [Read More.]. Advanced Plan Designs, LLC 3859 S. Cox Ave. Springfield, MO 65807 Phone: 417.885.0181 Fax: 417.885.0198.

2

Let's Operate 401(k) Plans as True Retirement Plan

http://advancedplandesigns.com/lets-operate-401k-plans-as-true-retirement-plan

Advanced Plan Designs LLC. January 25, 2014. Let’s Operate 401(k) Plans as True Retirement Plan. Be Sociable, Share! DOL Issues New Fiduciary Rules. A Fresh Look at Your 5500 Filing. Part-Time Employees in 401(k) Plans. Determining Retirement Plan Compensation. Plan Design and Document Consultation. Phone: 417-885-0181, Fax: 417-885-0198. 3859 S Cox Ave, Springfield, MO 65807. Let’s Operate 401(k) Plans as True Retirement Plan.

3

Year-End Compliance Testing Overview - Advanced Plan Designs LLC

http://advancedplandesigns.com/year-end-compliance-testing-overview

Advanced Plan Designs LLC. January 5, 2015. Year-End Compliance Testing Overview. Year-End Compliance Testing Overview. Employee Census Data Collection. Highly Compensated Employees (HCEs). Average Deferral Percentage (ADP) and Average Contribution Percentage (ACP) Tests. 2015 IRS and Social Security Annual Limits. This article provides a brief description of the required defined contribution plan compliance tests as well as an overview of the census data collection process. It is important to identify t...

4

Financial Advisor, Plan Sponsor and Participant Resources

http://advancedplandesigns.com/resources

Advanced Plan Designs LLC. Words to Use and Words to Lose. 10 Step Guide to Building your 401k Practice. Plans at a Glance Chart. Why Advisors Shoul d Care Who Your Client’s TPA is. Request a Free Proposal. Compensation – What’s included. Plan Limits and Dates. Stuff Every Plan Sponsor Must Keep. Savers Tax Credit Info Sheet. 10 Concepts Plan Sponsors should know. SIMPLE IRA vs 401(k). DOL Issues New Fiduciary Rules. A Fresh Look at Your 5500 Filing. Part-Time Employees in 401(k) Plans.

5

Our Services - Plan Designs

http://advancedplandesigns.com/services

Advanced Plan Designs LLC. Plan Design and Document Consultation. Conduct initial plan analysis and design review. Prepare plan documents, amendments and plan restatements as required by law. Complete all required calculations. Complete compliance tests such as ADP/ACP, top heavy, 402(g), 415 and 410(b) tests. Prepare IRS Form 5500 Annual Return/Report and Summary Annual Report. Prepare and process participant withdrawal requests and loan requests by our dedicated distribution department. Advanced Plan D...

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