National Administration, Inc.

Live person always answers phone
Assigned single primary contact (no call center)
Obtain census information and assist in determining employee eligibility
Prepare Form 5500 and Summary Annual Report
Forward signed form 5500 directly to DOL (even electronically)
Provide plan consultation on plan design issues
Prepare Documents and Summary Plan Description
Toll Free customer service
Provide quarterly newsletter
Provide year end plan report booklets
Perform regulatory testing annually
Monitor minimum distributions annually
Work with your Broker, Investment Manager, CPA, Attorney, and payroll provider
Administer the plan in an accurate, timely manner
Experienced professional staff that is very focused on customer service
Joint Meeting at the client’s office for document design (Wisconsin clients only)