Expert Plan Consulting Services
Receive full support and tools for all your plan consulting needs. Our experienced consultants provide guidance on plan design, compliance, and governance to help you achieve your retirement goals.
- Plan Design & Amendments
- Internal Plan Audits
- Internal Revenue Service Audits & Inquiries
- Department of Labor Audits & Inquiries
- Employee Dispute Resolution
- Required Interim Plan Amendments
- Technical Support and Research
- Training
- Required Correction Submissions
- VCP - Voluntary Compliance Program
- SCP - Self-Correction Procedure
- DFVC - Delinquent Filers Voluntary Compliance
- Form 5500
- Audit CAP - Closing Agreement Program
Other Services
Plan Types
Tailored Retirement Plans for Every Need Explore a wide range of prototype standardized and non-standardized retirement plan documents designed to meet the unique needs of your business. From 401(k) to profit-sharing plans, we have the right solution for you.
Plan Design
Custom Plan Design Solutions We offer a wide range of prototype standardized and non-standardized retirement plan documents. Our team works with you to design a plan that fits your specific requirements and objectives.
PlanBridge IRA
Pension Resources offers complete plan administration services. You choose the payroll provider, financial advisor & investment platform.
Plan Audits
Thorough and Accurate Plan Audits Ensure your retirement plan is compliant with all regulations through our meticulous audit services. We identify potential issues and provide solutions to keep your plan on track.