We are a highly experienced Third Party Administration firm that handles all aspects of your company’s retirement plan, except the investments. As consultants, we help to strategically design your plan, saving you time and money. The increasingly complex retirement plan industry is full of critical dates and deadlines. Our expert staff and cutting-edge technology ensure that we deliver on the expectations for every plan we design and administer.
403(b) and 457(b) Plans
Profit Sharing Plans
Traditional Defined Benefit Plans
Cash Balance Plans
Money Purchase Pension Plans
Professionally managed entities (including Private Equity)
Retirement Plan Services
ACI is one of the country’s premier providers of retirement plan administration.
ACI reviews existing retirement plans for compliance errors and guides clients through the IRS’s compliance programs to resolve any outstanding issues that may arise during an IRS audit and DOL investigation.
Our consultants ask the right questions, listen to the answers & develop a retirement plan design that meets your objectives.
Even bundled plans will have errors that are going to need correcting. We work with ERISA Counsel, Financial Advisors and CPAs to fix plans. Errors may be discovered upon takeover by the IRS, DOL, and PBGC.
Many times retirement plans are forgotten in a merger and acquisition. We are able to help by performing due diligence reviews and making sure important details aren’t overlooked.
ACI has developed a comprehensive program of prudent fiduciary processes designed for Plan Committees and Advisors. This service helps clients form Plan Committees and understand the ERISA rules, the roles of service providers, and the techniques for documenting these processes. Click here
to learn more.
Keeping an annual fiduciary file is a critical step towards meeting your ERISA fiduciary duties and protecting yourself in the event of an investigation by the Department of Labor or an IRS audit. Throughout the plan year, ACI will work to gather all of the pertinent retirement plan documents. The materials will be organized in a bookmarked pdf file so you have instant access to all your important retirement plan information in just a click! The file will always be available for you to view or download on our secure portal. We will generate a separate Fiduciary File for each subsequent plan year. Click here to view a list of documents you can use to build your company’s annual file.
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