RETIREMENT PLAN RECORDKEEPING SERVICES

KPM’s plan managers, who have an average of 11 years of qualified retirement plan experience, provide our retirement plan services. The following full line of third-party services are offered:

  • prepare and update plan administrative forms

  • reconcile plan assets

  • allocate contributions, plan earnings, distributions and investment transfers

  • perform compliance testing

  • prepare annual IRS forms and summary annual reports

  • prepare annual accounting reports

  • prepare participant statements

  • conduct employee communication meetings

  • respond and answer questions

  • research technical issues

     For more information about retirement plan services contact Beau Barrett, CPA at (417) 882-4300.