Which Plan is Right For You?
Profit Sharing Plans
Security Administrators, Inc. (SAI) provides a complete range of services for employee retirement plans. These include administrative, actuarial, retirement plan consultation, & design services.
With more than 30 years' experience, we can assist you in designing and maintaining your retirement plan. Below are some of the ongoing administrative services we can provide:
• Annual IRS Form 5500 preparation
• Annual valuation and record keeping
• IRS submissions for document approval and correction programs
• Loan programs and record keeping
• Non-discrimination testing
• Participant eligibility, vesting, and allocation determination
• Participant payout calculations
• Participant statements
• Plan amendment
• Plan termination
Security Administrators, Inc. • 105 Court St. • Binghamton, NY 13901 • 1-877-SAI-BING (724-2464)