Nail McKinney can serve as the third-party administrator for your employee benefits plan. 

 We coordinate with your plan trustee to customize the level of support you need. 

            We can provide some, or all of the following services:

▪                Plan Documents

▪                Consultation on Plan Design

▪                Participant Forms

▪                Compilation of Plan Activities

▪                Allocation and Record Keeping of Participant Accounts

▪                Preparation of Individual Participant Certificates

▪                Required Testing for Compliance with ERISA and DOL

                  regulations

▪                Preparation of Annual 5500 Series of Tax Returns

▪               We also provide a full- or limited –scope audits of plans with more

                 than 100  participants.  

Types of Plans we can provide and administer.

▪                Profit Sharing Plans

▪                Simple Plans

▪                Money Purchase Pension Plans

▪                401(k) Plans

▪                IRAs – (Individual Retirement Accounts)

▪                ESOP Plans – (Employee Stock Option Plans)

▪                Premium-Only Cafeteria Plans