Friday December 13th, 2019


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L.D. Consulting Group will focus on fully understanding your unique needs to help you achieve your specific goals.

L.D. Consulting Group was built on a simple idea and belief. An idea knowing that supporting Third Party Administration (TPA) firms would keep them in the forefront of customer satisfaction with a solid understanding of their customers' needs along with having the ability to handle their client requests with seamless notoriety; and a belief that hard work and service orientation would be the catalyst for success.

Our talents and skills lie in (but are not limited to) back-office support with extensive familiarity regarding the following daily,annual, and interim tasks:

  • Daily Trading - Charles Schwab Trust Company, Charles Schwab Broker Dealer, Fidelity, TD Bank, Mid-Atlantic, and Matrix.
  • Daily processing of Distributions, Loans, and Contributions - Schwab RT ASP Recordkeeping System, ASC Recordkeeping System, John Hancock TPA site.
  • Daily reconciliation of participant account balances - Schwab RT ASP Recordkeeping System, ASC Recordkeeping System.
  • Quarterly statement production - Newkirk, Matrix Solutions.
  • Plan Document maintenance - Actuarial Systems Corporation (ASC).
  • Electronic filing of 5500 forms and required schedules - Actuarial Systems Corporation (ASC) via EFAST2 with the Department of Labor.
  • Actual Deferral Percentage Testing (ADP) - Schwab RT ASP Recordkeeping System, ASC Recordkeeping System.
  • Actual Contribution Percentage Testing (ACP) - Schwab RT ASP Recordkeeping System, ASC Recordkeeping System.
  • 415 Annual Additions Limitation Testing - Schwab RT ASP Recordkeeping System, ASC Recordkeeping System.
  • 416 Top Heavy Testing - Schwab RT ASP Recordkeeping System, ASC Recordkeeping System.

 

By working with us you will save time, money, and effort.


   
     
 
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L.D.Consulting Group, LLC | LDConsultingonline.com | P: 704.969.9530 | F: 704.910.4552
     
 
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