Corporate Plans

Municipal Plans

Specialty Plans


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Corporate Plan Administration



AFG has been servicing the needs of small and large companies throughout the years by offering a

wide range of services including . . .


Installation & Plan Setup
Annual Administration
Initial Consulting Services On-going Plan Document Compliance

Plan Design & Installation for:

Compliance Testing Services for:

401(k); Safe Harbor ;

401(a)(4); 415(c); ACP/ADP 416

Profit Sharing; New Comparability;

Cross Testing Calculations

Age Weighted; Integrated

ERISA, DOL & IRS 404(c) Compliance

Money Purchase;

Maintenance of Employee Census Data

Defined Benefit; Target Benefit;

Vesting Calculation & Maintenance

457 Deferred Compensation; 412(i)

Eligibility Determination
Preparation & Implementation of Plan Adoption Annual Report Valuation
Agreement Independant Audit Compliance Pckg. (SAS70)

Obtaining Plan Document & Trust

Information & Marketing Newsletters

Summary Plan Description Booklets

IRS Form 5500 Tax Filings & Schedules

Assistance with Enrollment Meetings

Toll-Free 800 & Web Access to TPA

Gathering of transitional plan information


Loan Takeovers


Input of Plan data management services



Additional Services
Processing of Withdrawals / Distributions Implementation of QDRO's

Hardship Withdrawals

Fidelity Bond Coverage

Loan Payments

Tax Reporting Forms 1099R

Initial Loan Set-ups








Short Guide to IRC §401 through §417


Short Guide to IRC §401 through §417
Short Guide to IRC §401 through §417


Start up Tax Credit Fees


Max Contribution Table














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