Full Service Support for Defined Contribution Plans

Our Services

Findley helps our clients navigate and simplify complex defined contribution administration issues through:

  • Daily and balance forward recordkeeping with complete investment flexibility
  • Government filings and compliance testing
  • Nonqualified deferred compensation plans
  • Retirement plan communications
  • Participant education
  • Plan design and ERISA consulting
  • Due diligence compliance reviews
  • Retirement program studies
  • Fiduciary assessments
  • Investment advisory selection management
  • Vendor strategy and selection management
  • Retirement plan consulting

Retirement Focus Online Demonstration

  1. Click on either
    1. View Defined Contribution Plan Site—Participant View
    2. View Defined Contribution Plan Site—Plan Sponsor View
    3. View Integrated Defined Contribution/Defined Benefit Plan Site
  2. Use the appropriate login criteria as listed below
Retirement Focus Username Password
View Defined Contribution Plan Site—Participant View demoplan 1234
View Defined Contribution Plan Site—Plan Sponsor View DEMOWEB1 RETFOCUS1
View Integrated Defined Contribution / Defined Benefit Plan Site demoRF1 demoRF1!

IRS Updates Model Tax Notices for Eligible Rollover Distributions from Retirement Plans

In its recent Notice 2018-74, the Internal Revenue Service (IRS) provides updated model tax notices for the required written explanations given to recipients of eligible rollover distributions from qualified retirement plans. These updated notices reflect recent changes to the laws […]

Mitigate Qualified Domestic Relations Order Risk with Best Practices

Retirement plan administrators have many important responsibilities that they must juggle daily. One such responsibility — often neglected — is the administration of qualified domestic relations orders (QDROs). While QDRO administration can be problematic and time intensive, the Employee Retirement […]

Preretirement Death — Who Should Receive the Death Benefit?

By Lisa Tomlin. Do you know what your retirement plan says or doesn’t say about distributions to beneficiaries? Retirement plan documents are the rulebooks for determining the amount, form, and timing of benefits for plan participants and their beneficiaries. Even […]
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