Administration Services

WRS has a sophisticated, fully computerized system to assist in administration.  Our administrative services include the following: 
  • Preparation of comprehensive valuation reports and participant statements

  • Calculation and allocation of contributions

  • Distribution processing

  • Reconciliation of Trust assets with participant accounts

  • Annual testing of contributions for compliance with applicable limits

  • Required testing for compliance with the non-discrimination requirements

  • Assistance with independent audit, when required

  • Preparation of signature-ready Form 5500 and related schedules

  • Plan Document maintenance