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Services for Your SuccessDB Plan
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Our consultants provide all of the services you need to setup and operate your plan.
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Plan Setup
After you complete the setup form, we prepare the plan document and other forms needed to establish your plan. |
Ongoing Support
We are available via email and telephone for ongoing questions and support. |
Calculation of Contribution Limits
We make annual actuarial calculations of your contribution limits to help you fund your plan. |
Tax Compliance
Our consultants prepare signature ready tax forms to fulfill filing requirements for your plan, including Form 5500, Form 1099-R, and Form 945. |
Distributions.
We provide you with forms and other required services for processing distributions. |
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PLAN COMPARISON
How does the SuccessDB Plan compare to other plans for small businesses?
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