Plan Administration

At Carlson Quinn, we assist our clients in administering their retirement plans to ensure that they are operating within the parameters of the law and their governing plan documents.

We Can

  • Provide full outsourcing services and function as your offsite benefits department

  • Help you streamline your administrative processes

  • Develop administrative forms and disclosure materials for your plans

  • Update administrative forms to reflect changes in your plans or in the law

  • Process distributions, loans, hardship withdrawals, and Qualified Domestic Relations Orders (QDROs)

  • Provide Form 1099-Rs to participants and transmittals to government tax agencies

  • Design employee communications

  • Conduct employee informational meetings or enrollment meetings

  • Prepare customized account statements or total benefit statements

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