Services Provided by The Finway Group


Consulting

  • Identifying needs
  • Establishing goals
  • Setting priorities
  • Plan design and drafting documents
     

Compliance

  • Takeover assistance
  • Ongoing consulting
  • Vesting calculations
  • ADP and ACP testing
  • Section 415 annual additions testing
  • Section 410(b) coverage testing
  • Section 404 deductibility testing
  • Section 402(g) limit monitoring
  • Top heavy testing
  • Form 5500 preparation
  • Calculation of minimum required distributions
  • Loan distribution calculations
  • Takeover assistance