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