At SGP Consultants our experience implementing retirement plans and providing expert guidance and assistance to companies with high expectations, makes a difference. From designing a plan that is aligned with your total benefits program and appropriate in your particular labor market, to ensuring that your plan is properly administered, effectively communicated and dutifully managed, we offer professional analysis and sensible solutions to problems. We help you make important decisions and then assure that they are executed with results.
Following is a partial list of where our expertise lies:
Administrative documentation
Administrative reviews of defined contribution plans
Communications consulting and development of communications programs
Defined contribution analytics, testing, correction analysis
Form 480.70 - Informative Returns
Form 5500 - Annual Federal Reporting
Market practices
Mergers and acquisitions
Nonqualified plan consulting and record keeping
Operating retirement plans in foreign countries
Plan investment requirements
Plan termination consulting
Puerto Rico qualified plan requirements and tax issues
Record keeping and plan accounting
Record keeping operations and management
Research
Retirement plan design consulting
Retirement plan implementation / project mgt.
RFP’s and RFP evaluations for trust andadmin.
Tax Reporting Form 480.7C
Trust and record keeper assessments
Vendor transition consulting management
Serving Puerto Rico the Caribbean and Abroad with an Alliance of Benefits and Compensation Experts
