Services at Nova 401(k) Associates

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

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!

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
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