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A&I offers complete administration of defined contribution plans. We maintain a database of complete member records based on documentation received including hours worked and contributions paid or required to be paid for each plan year. Each member's (or former member's) credited service, date of birth, date of entry, sex, employer contribution history, beneficiary and other relevant information is maintained while administering the Plan. Other services include:

  • Preparing weekly electronic file transmissions of employer contributions and employee rollover contributions, including reconciling data, for Plan record keepers
  • Processing requests for retirement benefits
  • Processing benefit applications
  • Distributing Plan communication materials and summary plan descriptions
  • Preparing monthly financial statements including a balance sheet and statement of income and expense
  • Providing member data to record keepers and consultants
  • Reconciling monthly contributions and transferring funds to appropriate parties
  • Participant loan processing
  • Full financial reporting

 

 
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1220 SW Morrison Street, Suite 300 | Portland, OR 97205 | 503.224.0048 Voice | 503.228.0149 Fax | info@aibpa.com