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Welcome to Corporate Plans and Services

Corporate Plans and Services is a full-service retirement plan consulting and third party administration firm for qualified retirement plans. Our clients rely on us to provide the services necessary for the successful operation of their qualified retirement plans. We provide administrative services for small to medium-sized companies. We have plans with one participant and plans with several hundred participants. Over the years, we have serviced clients all over the United States.

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HARBOR CAPITAL MANAGEMENT, INC.

831 EAST M●●●●●●●●●●TREET #350

CHA●●●TTE , NC, 28202

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INC HARBOR CAPITAL MANAGEMENT

831 EAST M●●●●●●●●●●TREET #350

CHA●●●TTE , NC, 28202

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1.70●●●●6945

JC●●●●●@HARBORCAPITALMGMT.COM

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INC HARBOR CAPITAL MANAGEMENT

831 EAST M●●●●●●●●●●TREET #350

CHA●●●TTE , NC, 28202

US

1.70●●●●6945

JC●●●●●@HARBORCAPITALMGMT.COM

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Welcome to Corporate Plans and Services | corplans.com Reviews

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Corporate Plans and Services is a full-service retirement plan consulting and third party administration firm for qualified retirement plans. Our clients rely on us to provide the services necessary for the successful operation of their qualified retirement plans. We provide administrative services for small to medium-sized companies. We have plans with one participant and plans with several hundred participants. Over the years, we have serviced clients all over the United States.

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8 john hancock

9 aspire financial

10 harbor capitol management

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Welcome to Corporate Plans and Services | corplans.com Reviews

https://corplans.com

Corporate Plans and Services is a full-service retirement plan consulting and third party administration firm for qualified retirement plans. Our clients rely on us to provide the services necessary for the successful operation of their qualified retirement plans. We provide administrative services for small to medium-sized companies. We have plans with one participant and plans with several hundred participants. Over the years, we have serviced clients all over the United States.

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We design the retirement plan that best suits YOUR needs. We meet with you to determine your priorities and objectives, and to collect pertinent data about your company. Next we prepare comparisons of possible plan designs and contribution formulas. By coordinating your needs and the government requirements, we create a plan that is customized to achieve the optimal mix of benefits and employee satisfaction, while staying within your budget. We can work with your existing. 5500 Series tax forms.

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We design the retirement plan that best suits YOUR needs. We meet with you to determine your priorities and objectives, and to collect pertinent data about your company. Next we prepare comparisons of possible plan designs and contribution formulas. By coordinating your needs and the government requirements, we create a plan that is customized to achieve the optimal mix of benefits and employee satisfaction, while staying within your budget. We can work with your existing. 5500 Series tax forms. Please e...

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What Do I Have to Do? Form 1099-R due to participants who received a distribution during the plan year. CP&S will mail these forms directly to the participants. Form 1099-R due to IRS. CP&S files these forms electronically with IRS. ADP/ACP Refunds due for 401(k) plans failing the testing to avoid 10% penalty. CP&S will process refunds if census and contribution information are received by February 15. Company contributions due for corporations if no corporate extension was filed. You must electronically...

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We design the retirement plan that best suits YOUR needs. We meet with you to determine your priorities and objectives, and to collect pertinent data about your company. Next we prepare comparisons of possible plan designs and contribution formulas. By coordinating your needs and the government requirements, we create a plan that is customized to achieve the optimal mix of benefits and employee satisfaction, while staying within your budget. We can work with your existing. 5500 Series tax forms. This ema...

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Welcome to Corporate Plans and Services

Corporate Plans and Services is a full-service retirement plan consulting and third party administration firm for qualified retirement plans. Our clients rely on us to provide the services necessary for the successful operation of their qualified retirement plans. We provide administrative services for small to medium-sized companies. We have plans with one participant and plans with several hundred participants. Over the years, we have serviced clients all over the United States.

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