TAS is willing to perform any administration need that you may have, on a task-specific basis. We feel sure that we can accomplish these at a far more reasonable rate than you may now be paying your service providers.
- Prepare Domestic Relations Order (DRO) paperwork
- Prepare Benefits and Membership Report
- Prepare Financial Statement Report as of a given snapshot date
- Prepare Investment Returns and Assumptions Report
- Update changes to investment policy
- Reconcile contributions at a given snapshot date
- Preparation of Summary Plan Descriptions
- And much more
