---
title: Services - Cascade 401(k) Consultants, LLC | Cascade 401(k) Consultants, LLC
description: Services   PLAN CONSULTING,  DESIGN & ADMINISTRATION We will discuss each clients specifics needs and work directly with you to design a plan that will
author: Super User
---

# Services

[![Colonial Bonds & Insurance](https://www.colonialsurety.com/wp-content/uploads/2019/05/colonialsurety-rectangle.png)](https://www.cascade401k.com/images/ERISA%20Fidelity%20Bond%20Flyer%20-%20Cascade%20401K%20Consultants.pdf)

# PLAN CONSULTING, DESIGN & ADMINISTRATION

We will discuss each clients specifics needs and work directly with you to design a plan that will achieve your company and employee retirement goals. We will be with you each step of the way to ensure your company and employees make the most of a brilliant financial future.

- Design & maintain qualified retirement plan documents
- Accurate plan trust accounting
- Any and all required compliance testing
- Calculations and Testing to include New Comparability, Age-weighted, Cross-Tested, Pro rata, Integrated, etc.
- Preparation and filing for governmental forms (Form 5500, Form 8955-SSA, Form 5330, etc.)
- Company annual retirement plan report
- Customized annual participant statements
- All annual plan notices for participants (Safe Harbor, QDIA, etc.)

# Complimentary Review

[Contact Us](https://www.cascade401k.com/contact.html)

![](https://www.cascade401k.com/templates/yootheme/cache/logo_footer-bc6d274d.png)

### Mail Us

2727 Hollycroft Street, Ste. 360

Gig Harbor, WA 98335

### Cascade 401(k) Consultants

This email address is being protected from spambots. You need JavaScript enabled to view it.

[(253) 312-9565](https://www.cascade401k.com/tel:(253) 312-9565)

### Clients

- [Client Login](https://cascade401k.sharefile.com/Authentication/Login)

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