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:


State-of-the-art administrative software

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

All compliance testing

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

Perform non-discrimination testing

Perform fund and data transfers to investment providers every pay period

Perform daily valuation of all account balances

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

Model and administrate loans


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

Web site access to account--unlimited number of transactions

Comprehensive enrollment program, including retirement planning guide

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


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

Quarterly statements for plan participants

Quarterly newsletter