Custom Plan Design

Your business’s goals are important to us.  We listen to the needs of your company and tailor a plan specifically to meet these needs.  Unlike other companies that may take a one size fits all approach, we understand the importance of offering flexible design strategies when constructing a plan document.


Plan Administration

At Keystone 401(k), we pride ourselves in attention to detail.  Throughout the year, we offer support to make sure that your plan is running smoothly.  We ensure efficient and accurate processing of participant distributions, loans, and hardships.  Finally, we conduct a thorough reconciliation of plan contributions, make sure that the plan is in compliance with all discrimination testing, as well as provide required plan notices.

5500 Preparation

At the completion of the plan year administration, we provide a signature ready Form 5500 with related schedules for filing.  In fact, we complete the filing for you online once we receive your signed authorization!