NLH & Company Employee Benefit Consultants

NLH & Company is a Third Party Administration (TPA) firm that provides administration services for employer-sponsored qualified retirement plans. We have provided retirement plan administration services to hundreds of employers throughout Northern California since 1988. Offering a qualified retirement plan is a crucial tool necessary for employers to attract and retain the best employees possible. We design plans that greatly benefit business owners and their key employees by utilizing tax-deductible contributions. As the TPA, NLH & Company manages many of the day-to-day aspects of the employer-sponsored retirement plan so business owners can focus on their business. NLH & Company specializes in the design and implementation of all types of employer-sponsored retirement plans such as 401(k), Profit Sharing, Defined Benefit, 403(b), Money Purchase and Health Savings Account (HSA)/Cafeteria Plans. Our practice is built upon staying up-to-date with IRS and DOL regulations and providing our clients with efficient and cost-effective retirement plan administrative services such as: * Retirement Plan Design and Plan Document maintenance * Annual retirement plan valuations * Annual employee census and vesting updates * Calculation of employer contributions (Profit Sharing, Safe Harbor, Match, etc.) * Preparation of annual plan Trust Accounting * Participant Statements and Summary Annual Report (SAR) * Calculate and analyze all required plan non-discrimination and coverage testing (410(b), 401(a)4, ADP, ACP, Top Heavy, etc.) * Preparation of required government Forms (5500, 8955-SSA, etc.) * Processing of participant distributions, Required Minimum Distributions (RMD), and participant loans * Participant Fee Disclosure Notices * Preparation of 1099R and 945 tax forms * Retirement Plan Consulting Services