SERVICES

We at R. K. Schaaf Associates, Inc. write our own computer programs and can design report formats to best meet the requirements of a Plan and a client's personal desires. We regularly schedule updates on our computer system, a service performed by an external IT professional. We maintain a strict system of checks and balances to insure that the information produced by our systems is complete, accurate and reliable. 

ANNUAL SERVICES (click for details)

Evaluate Employee Eligibility for Plan Participation

Analyze Contributions and Participants' Allocations

Analyze Stock Purchases

Prepare Allocation Report

Prepare Participation Statement

Prepare Participant Disclosure Materials

Prepare All Required Government Forms

ADDITIONAL SERVICES (click for details)

Distributions

ESOP stock benefits

Pass-through Dividends

Taxability Worksheets

Plan consultations