While participants reap better retirement prospects, HR departments and management will appreciate the administrative ease our plans entail.
Seamless Payroll Data Feed: Our partnership with ADP enables instant integration of your payroll into the plan.
Automatic Form Generation: All plan documents, including IRS Forms 1099 and 5500, are automatically prepared for you. Handy reminders are sent prior to due dates.
Compliance Fulfillment: We ensure constant compliance with all regulatory requirements, including non-discrimination testing, to keep your plan in good standing.
24/7 Web Access: Our online platform provides 24/7 access to all participants for access to their accounts as well as to administrators for access to management tools and reports.
Phone Support: Participants can contact ADP and/or Byrne Asset Management for assistance with any matter. We would be most helpful with investments, contribution amounts, and financial planning, but we also serve as a convenient contact point for any issue.
Contact us anytime.