Our Services

Defined Benefit Plans

• Traditional Defined Benefit Plan Design
• Fully-Insured Defined Benefit Plan Design
• General Test Defined Benefit Plan
• Traditional Defined Benefit Conversions
• Cash Balance Plans
• 412(i) Rescue Plans

Defined Contribution Plans

• 401(k) Plans
• Money Purchase Plans
• Pension Equity Plans
• Traditional Profit Sharing & Money Purchase
• Traditional Profit Sharing with 401(k)
• Cross Tested Profit Sharing
• Cross Tested Profit Sharing with 401(k)
• Cross Tested DB/DC Combination
• Profit Sharing Integrated with Social Security Benefits
• Profit Sharing Plans with Age Weighting

Third Party Administrative Services

Record Keeping

• Life Insurance Policies
• Segregated Accounts
• Participant Loan Set-Up
• Participant Loan Maintenance

Distributions

• Defined Benefit Participant Benefit Calculation
• Defined Contribution Distribution Election Forms
• Minimum Distribution (After age 70 1/2)

Documents

• Amendments to existing plan documents
• Plan merger documents

Government Forms

• Annual Return Extension
• Separated Participants with vested benefits Form SSA
• Qualified Plan Distribution Forms 1096 & 1099R

Plan Terminations

• Defined Benefit Plan without IRS filing
• Defined Benefit Plan with IRS filing
• Defined Contribution without IRS filing
• Defined Contribution Plan with IRS filing

Company Overview

Website

Site Map
Copyright
Privacy Policy

Employee Pages
Terms of Use

Address

Griffin & Associates, Inc.
200 N. Sepulveda Blvd., 9th Floor
Los Angeles, California 90245

Phone & Fax

Tel: (310) 356-7309
Fax: (310) 356-7312

This information is designed to provide a general overview with regard to the subject matter covered and is not state-specific. The authors, publisher and host are not providing legal, accounting or any other advice which purports to be specific to your situation. The contents of this website are believed to be completely reliable. Nevertheless, some material may be affected by changes in the laws or interpretations of such changes since the material was entered on the website. If legal advice or other expert guidance is required, the services of a competent professional in the field of law, accounting, insurance or investments should be sought.