Retirement Plan Administration

DHG's Retirement Plan Group offers consulting services focusing exclusively in the design, implementation and administration of retirement plans.

Comprehensive, Low-Cost Plan Administration

DHG makes retirement plan administration easy and affordable. Our flat fee structure provides plan sponsors with the opportunity to offer a valuable retirement benefit at the least possible cost. Our experienced retirement professionals work with each employer to include the benefits that best meet their individual long-term goals. As your Third Party Administrator, we act as the plan sponsor's advisor to provide ongoing plan technical advice and consultations.

We offer plan sponsors access to a variety of investment and recordkeeping options through our strategic alliances. At DHG, we are knowledgeable with regard to a number of the major platforms but we do not sell or recommend specific investments. Our Retirement Professionals act independently as your partner to coordinate seamless plan administration with your financial advisor and investment platform. Together we focus on education and compliance to provide an easy solution to your retirement plan needs.

Advantage of Having a Qualified Plan

  • Attract and retain key employees
  • Offer an effective way to accumulate retirement savings
  • Gain significant tax advantages
  • Improve employee morale

Advantages of Using DHG's Professional Third Party Administration Services

  • Independent advisor
  • Technical advice regarding complex retirement plan laws and regulations
  • Act as a liaison between investment platforms and the plan sponsor
  • Assist the plan sponsor with IRS and DOL compliance
  • Ongoing plan design assistance to ensure maximization of contributions at the least cost
  • Completion of compliance testing and preparation of required reporting

Plan Design & Implementation

  • 401(k)
  • Profit sharing
  • New comparability (cross-tested)
  • Cash balance
  • 403(b)

Ongoing Administration

  • Compliance / discrimination testing
  • Reconciliation of plan assets
  • Distribution / loan processing assistance
  • Preparation of required filings and summary annual reports

Other Retirement Plan Related Services

  • Plan mergers and spinoffs
  • Assistance with IRS and DOL audits
  • Assistance with IRS and DOL correction programs
  • Plan terminations
  • Asset and recordkeeping conversions
  • Consulting engagements

Retirement Plan Audits

DHG's Retirement Plan Audit Group focuses on providing comprehensive employee benefit / retirement plan audit services. Our dedicated team of auditors receives ongoing training in this highly specialized audit area.

In November 2007, the US Department of Labor issued amended regulations eliminating previously granted to 403(b) plans from the annual Form 5500 reporting, disclosure and audit requirement. Now 403(b) retirement plans are generally subject to the same reporting requirement as 401(k) plans starting with the first plan year beginning in 2009. Large plans subject to these rules now require an annual audit.

As one of the top retirement plan audit providers in the country, we provide our clients with the efficiencies and confidence gained by having a knowledgeable experienced staff. Unlike many audit firms, our quality control partner and his staff work year round in this technical area and are able to stay on top of the frequent changes and compliance issues involved in the audit of employee benefit plans.

Form 5500 e-Filing

Visit the DHG e-filing site

  • Secure e-delivery
  • Easy collaboration
  • EFAST2 Certified 
Publications Publications
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Update on Payroll and Retirement Plan Changes Impact...
Federal and state regulations are constantly changing, and subsequently, such changes impact the payroll process, filing dates, and retirement plan
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Plan Restatement - Obligation or Opportunity? The a...
Any plan relying on a document that has been preapproved by the IRS (e. g. a prototype or volume submitter document) must be restated every six years to
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PPA Retirement Plan Document Restatements
Over the next 2 years most 401(k)/Profit Sharing and Money Purchase plan sponsors are facing a mandatory retirement plan document restatement to ensure
Read More
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