What about administration and documentation?

Kidder specializes in providing full service qualified plan administration and documentation.

We have years of experience in developing proven processes and procedures that ensure the timely completion and distribution of all reports, testing and filings, as well as the satisfaction of all plan requirements. And clients value our dependability, accessibility, reliability and affordability.

Every Kidder plan is assigned a primary administrator who oversees all aspects of administration, compliance, tax reporting and servicing. Specific service parameters and timing standards are established for each plan, with advisors receiving timely notification of any issues that arise.

We quickly and efficiently handle all legal documentation required to implement the plan — including the Plan Document, Adoption Agreement, Summary Plan Description, Board of Directors Resolutions, and 404(c) documentation, as well as Safe Harbor, Black Out and other notices.

The expertise of our staff, combined with state-of-the-art administration software and nationally recognized plan document services, puts Kidder squarely on the leading edge of America’s qualified plan administrators.