Our Services

AIS Third Party Administrator Services
Plan Design In Compliance with IRS Regulations
On-Going Plan Design Review to Ensure Compliance with IRS Regulations
Investment Policy Statement Design / Modification
IRS Audit Representation

Plan Compliance Services
Common Remitter Service
Contribution Limitation Testing Including Aggregation
Participant Loan Process Administered
Loan Payment Default Notification Provided
Hardship Payments Monitored & Approved
Required Minimum Distributions Monitored
Annual Universal Notification Provided

Website Access / Content Access / Content
Programers on staff to develop the following services per clients needs-
Relevant Plan Information Available:
Maximum Available Loan Amount
Amount Available for Hardship Withdrawal
Year-to-Date Contributions
Year-to-Date Distributions
Online Forms Accessed and Available for Download
Loan Request Available
Application for Hardship Withdrawal Available
Direct Link to Investment Company Website’s
403(b) Education Materials Made Available to Inquiring Plan Participants

Provide Benefits Program Education Materials to Plan Participant
Vendor Neutral
In Person Benefit Fairs Provided
Plan Overview Booklets
Enrollment Kits
Retirement Workshops

Years in Existence - Since 1975 (33 Years)
Number of Plan Participants Currently Serviced 5,000
Number of Employees Dedicated to Operations 8
Primary Geographic Client Concentration Central United States
TPA Best Suited - Which Size School District? Any Size Large to Small

Fee Structure
Fees are determined by services rendered

All fees are as of 03/01/08.