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Convenient Solutions

AFPlanServ's® goal is to provide services that help keep your 403(b) and 457(b) Plans in compliance with the Internal Revenue Code (IRC). By partnering with us, you can focus on your daily job functions.

 

Establishing Your Plan

In order to establish a Plan, the employer must adopt a written Plan document. We can guide you through the decision making process to determine what will be allowed in the Plan(s). Steps to establish a Plan...

Consolidated Billing

Common remittance is an additional service which allows you to remit all Plan contributions in a single payment to AFPlanServ®. You submit: Census file of the Plan participants Policy file of the consolidated bill from all providers Register file of the deductions from all participants.