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American Northwest Retirement Plan Services LLC handles all of the paperwork and administration associated with maintaining your retirement plan. As part of our service we provide:
Administration

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State-of-the-art administrative software |

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Preparation of annual federal Form 5500, as well as Forms 1099R and 945 as required |

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All compliance testing |

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Provide required legal documents, including the corporate resolution, adoption agreement, and summary plan description (SPD) |

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Perform non-discrimination testing |

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Perform fund and data transfers to investment providers every pay period |

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Perform daily valuation of all account balances |

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Process participant distributions for qualifying events such as termination, retirement or disability |

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Model and administrate loans |
Recordkeeping

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24-hour toll free, interactive Voice Response Unit (VRU) |

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Web site access to account--unlimited number of transactions |

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Comprehensive enrollment program, including retirement planning guide |

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Plan sponsor assistance via Plan Sponsor Web, administration guidebook, and enrollment support |
Communications

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Quarterly management reports which includes a summary evaluation of fund performance and relative benchmarks |

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Quarterly statements for plan participants |

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Quarterly newsletter |
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