Our Services


From the founding of the company, Advanced Plan Designs prided itself on handling the most complex plan design issues. However, it is clear American small businesses need an effective solution with less complexity. We meet the most sophisticated and complex needs of our clients while still serving the needs of the business owner who prefers something a bit more basic.


Our Service Profile

  • Dedicated Plan Consultant
  • Proactive, not reactive service
  • On-line, secure data exchange and storage
  • Dedicated participant distribution department will assist you and your participants with distributions, loans, and any questions
  • Payroll integration with various providers
  • Simplified year-end census
  • 408(b)(2) compliant pricing
  • Technical expertise and resources for all aspects of plan design, implementation and ongoing plan operation



Plan Design & Document Consult

  • Conduct initial plan analysis and design review
  • Draft plan documents, amendments and plan restatements as required by law
  • Create signature-ready documents
  • Prepare all required participant disclosure notices
  • Plan Types Offered: 401(k) Plan, Safe Harbor 401(k), 403(b), Cash Balance, Profit Sharing, Money Purchase, Solo 401(k), Owner Only Cash Balance

3(16) Fiduciary Services

  • Serve as agent for legal process (co-fiduciary)
  • Review and authorize participant loans/distributions
  • Integrate with existing payroll provider to provide 360 payroll services
  • Manage Automatic enrollment process

Government Reporting

  • Prepare IRS Form 5500 Annual Return / Report for e-filing
  • Draft Summary Annual Report
  • Prepare Form 5330 (if necessary)
  • Prepare Form 5558 (if necessary)
  • Prepare Form 8955-SSA (if necessary)

Compliance Testing

  • Complete all required calculations
  • Complete all required compliance tests such as ADP/ACP, top heavy, 402(g), 415 and 410(b) tests
  • VCP (Voluntary Correction Program) / EPCRS filings

Additional Services

  • Provide enrollment meeting support
  • Train HR staff on plan related matters
  • IRS/DOL audit assistance
  • Simple IRA Consulting

Our Service Plans

” We have been working with Tara Calton and the professionals at Advanced Plan Designs for over 13 years.  The dedication to provide relevant and individualized attention to her clients is a hallmark of the service you can expect from APD. “

J.R. Courtney, Business Administrator, Finance Group

Standard Transportation Services, Inc.

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