Employee Benefits, Retirement Plan Compliance, Retirement Plan Consulting, 401(k), 403(b) – Sunlin Consulting

Today's rules and regulations governing 401(k), 403(b), 457(b) and other retirement plans are so complex and so stringent that it requires expert guidance to safeguard you and your company from costly and embarrassing mistakes. The comprehensive approach developed by our multidisciplinary retirement plan specialists can help you strengthen your corporate governance, simplify and improve operational plan compliance and avoid the risk of fiduciary liability.

Sunlin Services

Investment Advice*

Investment Policy Development and Management
Investment Manager / Fund Selection
Investment Performance Monitoring
QDIA Selection and Monitoring
ERISA 3(38) Fiduciary Services

Plan Compliance

Plan Documents
Compliance Plan Reviews
Plan Design Analysis
IRS / DOL Correction Program Assistance
IRS / DOL Audit Assistance
Determination Letter Submission
Form 5500 / 8955-SSA
   - Preparation / Review
   - Summary Annual Reports
   - Audit Assistance
Discrimination Testing

Corporate Governance

Processes, Procedures, and Documentation
Cost Sharing Policy
Plan Expenses
Service Provider Selection
Service Provider Performance and Benchmarking
QDIA Notices
404(c) Compliance
404(a)(5) Participant Disclosure
- ERISA 408(b)(2) and 404(a)(5)
Disclosure Services
- 404(a)(5) Participant Fee
Disclosure Memo
408(b)(2) Service Provider Disclosure to Plan Sponsor
- ERISA 408(b)(2) and 404(a)(5)
Disclosure Services
- 408(b)(2) Plan Sponsor Fee
Disclosure Memo

Actuarial Evaluation

Third-Party Actuarial Valuation Reviews
Retiree Medical Plan Valuations
Cross-Testing of Defined Benefit and Defined Contribution Plans

We invite you to contact Sunlin Consulting to discuss any of the services we provide.

*Investment Advisory Services are offered through our wholly owned subsidiary, Sunlin Consulting Investment Advisory Services, LLC, an SEC Registered Investment Advisor. We only transact business in states where we are properly registered, or are excluded or exempted from registration requirements. The services described on the Sunlin Site are intended for employers and retirement plan sponsors only. Nothing on the Sunlin Site should be construed as investment advice.

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Sunlin Consulting Employee Benefit Plan Consulting Services: 401(k) Plans, 401k, 403(b) Plans, 403b, 457 Plans, 457(b), 457b, Actuarial Evaluation, Corporate Governance, Cost Sharing Policy, Cross-Testing, Cross Testing, Defined Benefit Plans, Defined Contribution Plans, Determination Letter, Discrimination Testing, Document Preparation, ERISA 404(a), 404a, ERISA 3(21), 3 21, ERISA 3(38), 3 38, ERISA 404(c), 404c, ERISA 404(a)(5), 404a5, ERISA 408(b)(2), 408b2, Employee Benefits, ERISA Compliance, Expense Monitoring, Fee Disclosure, Fiduciary Liability Management, Form 5500, Form 8955-SSA, Investment Advice, Investment Fund Selection, Investment Policy Statement, Investment Monitoring, IRS / DOL Correction and Audit Assistance, Participant Disclosure, Plan Compliance, Plan Design, Plan Documents, Plan ERISA Compliance, Plan Expense Monitoring, Retiree Medical Plan Valuations, Retirement Plan, QDIA Selection and Monitoring, QDIA Notices, Retirement Plan Compliance, Plan Expenses, Retirement Plan Technical Compliance Review, Safe-Harbor Notices, Safe Harbor, Service Provider Performance Benchmarking and Selection, Fund Searches, Manager Searches, Third-Party Actuarial Valuation Reviews, Retiree Medical Plan Valuations. Partners include: Stuart Hack, Loong Kong, Murray McBride and Stephanie Reagan.