What We Do
Plan Design
At ALPHA RPC, we recognize that each client’s needs are different. That’s why we take the time to familiarize ourselves with every detail of your business before creating your plan. Our team of experts construct each retirement plan individually to help ensure you get the most out of your retirement savings. Find out more about how our design process works, in partnership with your advisor.
What are you looking to gain from having a qualified retirement plan? From maximizing available tax deductions, to retaining employees by providing exceptional benefits, we can assure you that our plan design will meet your specific needs.
Here at ALPHA RPC, we offer all types of designed plans; including defined contribution and cash balance plans - and we specialize in defined benefit plans.
Need a Redesign?
Is last year’s plan out-of-date? Here at ALPHA RPC, we recognize that very seldom are any two years the same for business. Whether your employee demographics have shifted, your business has changed in size, and/or changes in legislation have occurred, our advisors are here to ensure your plan stays up to date while also completing all required plan amendments.
Accelerate your retirement savings
Plan Administration
At ALPHA RPC, we understand as a business owner, you are busy. That is why we pride ourselves on lifting the burden of any retirement plan administration. We take care of your annual plan administration and quickly handle any compliance issues. We process all annual governmental forms and stay on top of legislative changes to assure that your plan stays compliant.
Our experts set themselves apart when it comes to personally knowing you and your individual retirement plan. They will know the ins and out of your unique plan and will be readily available for any questions or concerns that you might have.
Alpha Administration Services:
- Preparation of IRS 5500-series forms
- Preparation of PBGC Form 1
- Calculation of tax-deductible contribution, including preparation of actuarial valuation report and/or annual report updating
- In-house Daily Valuation and Balance Forward System
- Nondiscrimination Testing
- Employee Benefit Statements
- Calculation and processing of participant distributors
- Loan preparation and management