Pension Plan Services

Pension Plan Services, Inc. is an independent TPA firm built from a professional team of experienced administrators, consultants, benefit advisors, assistants and business associates. Since 1985, we’ve been designing and administering quality retirement plans for employers, investment professionals, CPAs and attorneys.

We take the difficulty out of sponsoring or supporting defined contribution plans by offering flexible solutions designed to meet your specific needs. The result? Your pension plan will run smoothly and efficiently – meeting the needs of pensioners for years to come.

Quality Plans & Services to Meet Your Needs

  • Plan consulting & design
  • Plan documentation
  • Enrollment assistance
  • Recordkeeping
  • Legal/compliance support
  • Distribution processing
  • IRS 1099R/945 reporting
  • Form 5500 reporting
  • 401(k)
  • Safe harbor 401(k)
  • Simple 401(k)
  • Profit sharing
  • Money purchase
  • ESOP
  • Cross Tested plans
  • 403(b)

……………… OUR MISSION ………………
We personally and professionally engage with clients to provide services that positively influence their business and employees.