We listened to what our customers wanted and acted on what they said. Good things happen when you pay attention.
Not just for a rainy day.
Our Compliance Team ensures that all our retirement plans are in full compliance with all IRS regulations to facilitate and maintain plan qualification.
Each team member screens all new plan and existing plan requests, whether they be for a new plan design, an amendment to add Safe Harbor, or simply an address change.
Our team members ensure requests are processed within a set timeframe and that individual attention is given, not matter how large or small the request.
As of late, the Compliance Team has been hard at work meeting the demand for the mandatory document restatements. Information on these improtant plan restatements can be located in our News section. Information for Defined Contribution 401(k) plans as well as Not-for-Profit 403(b) plan's are provided.
Did you know that every plan is required to have a Fidelity Bond? Find our more about plan Bond information here.
Uniglobal provides services for business owners and financial advisors across a wide range of retirement plan platforms. Enter here to sign up and start your account.