Small DB Plans

Nova 401(k) Associates also has on-staff actuaries to provide services to tax-motivated defined benefit plan services, including:

  • Design and implementation of owner-only plans, tiered defined benefit plans, and cash balance plans
  • Preparation and maintenance of plan documents
  • Preparation of IRS determination letter filings, as required or requested
  • Preparation of summary plan descriptions
  • Summary Annual Report and Annual Funding Notice preparation
  • PBGC premium
  • Annual nondiscrimination testing
  • Electronic filing of Form 5500-SF and paper filing of Form 5500-EZ, as required
  • Form 8955-SSA preparation
  • Annual Individual participant statements
  • Actuarial valuation reports and AFTAP certifications