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ADS Hotline Call 877 473 2371
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There are a wide variety of qualified and nonqualified retirement plans available for businesses to choose from. As an independent firm with a wide variety of experience and technical expertise with all types of retirement plans, ADS works with plan sponsors to establish and maintain retirement programs that are right for their organization.

We can design or redesign a retirement program for your business that is tailored to your needs. With our experience working with investment and financial services companies, accountants and attorneys we can design and implement a program that makes all of the pieces fit.

Additionally, with our knowledge of retirement plan administration and commitment to state of the art technology, we can maintain your program so it remains efficient and effective for your employees.

Our services include:

  • Plan design and installation
  • Cost analysis of plan design alternatives
  • Compliance review and advisement
  • Evaluation of existing retirement programs
  • Nondiscrimination analysis and testing
  • Retirement income projections




 

 

Daily valuation of participant accounts
  Full actuarial services and administration of defined benefit and defined
contribution plans
  ADS Benefits Hotline 24 hour toll free automated voice response account access system
  ADS Benefits Hotlink Internet account access
  Telephone and Web based Customer Service Center
  Automated fund transfers and confirmations
  Turnkey distribution and loan processing
  IRS Annual Report Form 5500 preparation
  Annual compliance testing and consultation
  Plan document and Summary Plan Description preparation