Services at Nova 401(k) Associates

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Defined Contribution Plans

Nova 401(k) Associates provides the following services to defined contribution plans, including 401(k) plans, profit sharing plans and new comparability plans:

  • Preparation and maintenance of plan documents
  • Preparation of summary plan description
  • Nondiscrimination testing, including ADP/ACP testing, IRC 410(b) coverage testing, IRC 415 limit testing, IRC 401(a)(4) testing, and top-heavy testing
  • Review for partial plan termination
  • Electronic filing of Form 5500/Form 5500-SF
  • CPA audit support
  • Form 8955-SSA preparation
  • Preparation of Summary Annual Report
  • Vesting uploads
  • Loan and distribution processing including, taking on signing authority under the right circumstances
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Defined Benefit Plans

We provide actuarial services for defined benefit plans and cash balance plans including:

  • Plan design
  • Plan documents
  • Annual valuations
  • Nondiscrimination testing
  • Individual participant statements
  • Form 5500 series
  • PBGC filing and Annual Funding Notice preparation

While many TPAs outsource their actuarial work, making the enrolled actuary inaccessible to the defined benefit plan sponsors, Nova 401(k) Associates’ on-staff actuaries are available to assist you!

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Consulting Services

Do you need help with a complex problem involving your retirement plan? Our team of retirement consultants is at your service!

More About Nova 401(k) Associates

We Get It. We Listen. We Communicate.