ALL VALLEY ADMINISTRATORS, LLC - 3rd Party Pension & 401K Plan Administrators for the Central San Joaquin Valley of California.

New Flex Plan Member Enrollment Information

Benny Substantiation Reimbursement Request Claim Change of Status Employee Enrollment

Loan Application Beneficiary Designation Form Termination or Retirement Notice Hardship Withdrawal Request and Election

PLAN ANALYSIS & DESIGN
CUSTOMIZED DOCUMENT GENERATION
TRUST ACCOUNTING & VALUATIONS
PLAN REPORTING
PARTICIPANT STATEMENTS
REGULATORY COMPLIANCE & TESTING
I.R.S. FORMS PREPARATION
BENEFIT DISTRIBUTION PROCESSING

Our Service

Our emphasis in on-going administration, for 401(k) plans especially, is to receive information and data as data is generated from our clients. Particularly, employee data, payroll, deferral, and loan payment reporting (either hard copy or diskette) will be requested EVERY pay period. Copies of trust asset statements will be recommended mailed to our office by the asset custodian in addition to statements you receive. Our insistence that this process be adhered to will allow our office to interact quickly with your needs and provide increased speed in Plan reporting as well as be in a position to MAXIMIZE Plan deferrals for the highly compensated employees BEFORE the Plan Year End. This "hands on" continual interaction is what separates A.V.A. from other administration firms and allows us to "boast" a 10 business day maximum turnaround in completing our administrative reporting.

A.V.A. possesses formidable data processing experience and expertise. In addition to sophisticated Pension Administration and Flexible Benefit Plan software systems for on-going plan administration, we have the ability of interacting with you directly to generate customized plan material (ie. enrollment forms, Participant Statements, specialized reports) in addition to minimizing your staff's time via automated payroll/deferral reporting through personalized spreadsheet generation or data transfer.

A.V.A.'s philosophy of client service revolves around a personal, technical and response-oriented approach to on-going plan administration. This approach is possible due to our size as well as our insistence to continually interact with our clients and their personnel (in some cases weekly for 401k and Section 125 plans) thereby not just reacting to, but initiating administrative processes to complete the tasks required.