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Estimate your client's maximum contribution and tax savings.
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These services will be provided for plan participants and their advisors:
You'll be informed of issues that affect you and your client's plan and provided with periodic updates once it's set up.
You'll be informed as to legal changes regarding plans.
IRS Form 5500 will be completed, as required each year.
Annual contributions will be calculated and communicated.
Forms will be prepared for participant distributions.
Forms will be prepared for loans and hardship distributions.
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OnePersonPlus® is a registered trademark of Leaffer Shapiro LLC.