Retirement Plan Administration

Pension Plan Services specializes in providing each client and their employees the opportunity to have a secure future. Our retirement administration includes:

  • Plan consulting & design
  • Plan documents
  • Enrollment assistance
  • Recordkeeping
  • Customizable model portfolios
  • Distribution processing
  • Legal/Compliance support
  • IRS reporting (i.e. 1099R, 945, 5500)

A plan to fit your company's needs

Our knowledgeable administrators are eager to help in the quest for the perfect plan, whether that is a 401(k), Safe Harbor 401(k), SIMPLE 401(k), Profit Sharing Plan, Money Purchase Plan, ESOP, individually designed, or cross-tested plan.

Contact us for more information.

As with all of our services, our retirement plans are designed with the input of our client, investment advisor, and CPA to determine how to best accomplish goals. Pension Plan Services continues to review the needs of the plan as both the workplace and regulations change.