Administration
Plan Administration
Pension Resources offers complete plan administration services. Our 360° Bundled-Plus® service combines industry experts that we help you choose, so you can focus on your business. The best part… our bundle has interchangeable features including the ability to continue with a trusted provider. Most other bundles require that you buy their package, often with proprietary investment funds, payroll services or those with which they have selling agreements. With 360° Bundled-Plus, you choose the payroll provider, financial advisor and the investment platform.
Annual Administrations
- Complete Plan Compliance
- Annual Non-Discrimination Testing
- Plan Records Review
- Financial Reports
- Electronic Form 5500 Filing
- Dedicated Assigned Administration Team
- Plan Technical Support
- Consultation with your CPA on Plan Contributions
- Periodic Customer Service Check-ups
- Compute Employer Contributions
- Cross-Tested
- Safe Harbor
Ongoing Operations
- Traditional 401(k)
- Roth 401(k)
- Safe Harbor 401(k)
- Deferred Compensation
- Employer Stock Ownership (ESOP)
- Management Incentive Plans
- 403(b)
Other Services
Plan Types
Plan Design
Pension Resources offers a wide range of prototype standardized and non-standardized retirement plan documents.
Consulting
Pension Resources provides complete plan consulting services, full support and tools for your plans consulting needs.
Plan Audits
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