retirement plan services

Whether your company is large or small, National PEO offers 401(k) plan options such as a basic plan with no match, safe harbor with match and boutique plan design to suit your needs including SIMPLE plans. Best of all we handle everything for you from set-up, to enrollment to post retirement services.

As part of National PEO’s retirement plan services to your company, we:

• Provide a financial advisor to assist you every step of the way to make sure your company gets the attention you deserve
• Provide required legal documents, including Summary Plan Description
• Prepare annual federal Form 5500, as well as 1099-R as required
• Perform quarterly nondiscrimination testing
• Provide quarterly participant statements and management
• Provide employer assistance through a toll-free support line, 24-hour online access, administration guide book, enrollment support and ongoing customer service
• Process participant distributions, loans, hardships and terminations