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PACE TPA - Plan Design, Administration, Compliance, Education

Davey Administration Group and Cromwick and Davey are pleased to announce PACETPA as its new brand.

http://www.pacetpa.com/

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CONTACTS AT PACETPA.COM

TIMOTHY LAY CONSULTING

TIMOTHY LAY

552 S ●●●●●●MEADOW

SI●●RS , OREGON, 97759

UNITED STATES

1541●●●●7659
TI●●●●●●@GMAIL.COM

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TIMOTHY LAY CONSULTING

TIMOTHY LAY

552 S ●●●●●●MEADOW

SI●●RS , OREGON, 97759

UNITED STATES

1541●●●●7659
TI●●●●●●@GMAIL.COM

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BLUEHOST.COM

BLUEHOST INC

1958 S●●●●●●0 EAST

PR●●VO , UTAH, 84606

UNITED STATES

1801●●●●9400
1801●●●●1992
WH●●●@BLUEHOST.COM

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Davey Administration Group and Cromwick and Davey are pleased to announce PACETPA as its new brand.
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PACE TPA - Plan Design, Administration, Compliance, Education | pacetpa.com Reviews

https://pacetpa.com

Davey Administration Group and Cromwick and Davey are pleased to announce PACETPA as its new brand.

INTERNAL PAGES

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1

Cafeteria Plan

http://www.pacetpa.com/p/cafeteria-plan

Design Me A Plan. Operating A Pension Plan. Reporting to Government Agencies. Reimbursable expenses can include:. Co-pays and Prescription Drugs. Expenses that are medically necessary yet not covered by insurance. Dental services & #160;Orthodontics. Contacts Solutions and Eye Surgery. Weight-loss programs (associated with a specific disease). Psychiatric & #160; Psychologist expenses. Design Me A Plan. Check the background of your financial professional on FINRA's BrokerCheck.

2

Nondiscrimination

http://www.pacetpa.com/p/nondiscrimination

Design Me A Plan. Operating A Pension Plan. Reporting to Government Agencies. To preserve the tax benefits of a plan, the plan must provide substantive benefits for rank-and-file employees, not just business owners and managers. These requirements are called nondiscrimination rules and compare both plan participation and contributions of rank-and-file employees to owners/managers. Check the background of your financial professional on FINRA's BrokerCheck.

3

Vesting

http://www.pacetpa.com/p/vesting

Design Me A Plan. Operating A Pension Plan. Reporting to Government Agencies. Employee salary deferrals are immediately 100 percent vested — that is, the money that an employee has contributed to the plan cannot be forfeited. When an employee leaves employment, he or she is entitled to those deferrals, plus any investment gains (or minus losses) on his or her deferrals. In safe harbor plans, all required employer contributions are always 100 percent vested.

4

Forms

http://www.pacetpa.com/p/pace

Design Me A Plan. Operating A Pension Plan. Reporting to Government Agencies. Keep your Administrator informed and account information current. Please find some useful forms available for your use. Every Participant that has an interest in a Retirement Plan should be prepared in case of untimely passing to ensure the correct beneficiary is listed on the account to receive the benefit. Termination or Retirement Notice:. When a Participant no longer works for the Employer, the notice should be completed wi...

5

Participation

http://www.pacetpa.com/p/participation

Design Me A Plan. Operating A Pension Plan. Reporting to Government Agencies. Typically, a plan includes a mix of rank-and-file employees and owners/managers. However, some employees may be excluded from a plan if they:. Have not attained a specified age;. Have not completed hours of service;. Belong to an excluded class of employees; or. Are covered by a collective bargaining agreement that does not provide for participation in the plan, if retirement benefits were the subject of good faith bargaining.

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Home

http://www.premier-trust.com/home.html

Many employers may find it a challenge to establish and maintain a cost-effective retirement plan for their employees, while simultaneously mitigating their own fiduciary liability. Even Washington* has taken notice of the challenge and is making an effort to get more employers to offer retirement plans to their employees by promoting the use of multiple employer plans. The Premier Trust Open Multiple Employer Plan offers a tax qualified 401(k) plan with a favorable determination letter.

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PACE TPA - Plan Design, Administration, Compliance, Education

http://www.fmgwebsites.com/c9b94f3d-bac2-412e-9ac5-295a09458489

You are viewing a preview location. Design Me A Plan. Operating A Pension Plan. Reporting to Government Agencies. Davey Administration Group and Cromwick and Davey are pleased to announce PACE. TPA  We have been serving our clients for more than three decades.  This new brand will make it easier to communicate with you, our valued clients and strategic partners, with a more consistent message and better service. As part of our brand change we wanted to make it clear what we do for our clients in our name.

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About

http://www.premier-trust.com/about.html

TD Ameritrade Trust Company acts as Custodian. For assets in the retirement plan. TD Ameritrade Trust Company provides the platform that allows the record keeper to access investments for the plan. This cost effective and efficient system for mutual fund investing allows all client purchases, sales, and exchanges to be executed through the convenience of a single source and held in a single account. Verisight serves as the Plan’s recordkeeper, Third. ERISA Wise, LLC is the ERISA. Premier Trust offers par...

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Design Me A Plan. Operating A Pension Plan. Reporting to Government Agencies. Davey Administration Group and Cromwick and Davey are pleased to announce PACE. TPA  We have been serving our clients for more than three decades.  This new brand will make it easier to communicate with you, our valued clients and strategic partners, with a more consistent message and better service. As part of our brand change we wanted to make it clear what we do for our clients in our name. Lan Design , A. Ompliance , E.

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