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This chart will help to describe how the relationships work together.
  Financial
Institution		 Benefit
Services
Group		 Plan
Sponsor		 Sales
Representative
A. Installation – New Plan
Plan Design  
Plan & Trust Documents      
Summary Plan
     
Description (SPD)
IRS Submissions      
Client Administration      
Manual
Enrollment Forms      
Enrollment Booklets      
Enrollment Meetings      
B. Record Keeping
Daily Priced      
Participant Records
Investment Related      
Services via 800#
Quarterly Statements      
Compliance Related      
Services via 800#
Allocations (Record Keeping)
Employee &  
Employer
Contributions
Forfeitures    
Earnings & Gains/      
Losses
Choosing Investment      
Selections
Investment Changes  
C. Compliance, Reporting and Disclosure
Year-end Census Data      
401(k) / 401(m)      
Discrimination Testing
415(c) Annual Additions      
Testing
Top Heavy Testing      
Eligibility & Vesting      
Calculations
Annual Statements      
of Vested Benefits
5500 with Schedules      
Summary Annual      
Report (SAR)
 
 
   

Chart

Financial Representative Services
 
     

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For more information please
contact us at:
  
Benefit Services Group, Inc.
680 Lake Shore Drive Suite 2050
Chicago, IL 60611
Phone: 800.619.6306
Fax: 312.337.7045
 
 
Copyright 2008 by Benefit Services Group, Inc.

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