Retirement Plan Services

Plan Design & Installation 

We work with business owners to customize a retirement plan that fits their situation.  Once the plan is established, we then help with implementation and administration of the plan. Plan types we frequently work with include: 401(k)Safe Harbor 401(k)Profit Sharing Plans, and Simple IRAs

 

Plan Administration Services

Our administration services include keeping the plan up to date with new laws, performing non-discrimination tests, filing the IRS Form 5500 each year, and providing benefit statements and other plan information to participants. 

 

Plan Investment Advisory Services

We work with plan sponsors on investment selection and employee education. We then make ourselves available to meet with plan participants to ensure their planning needs are addressed. 

 

 

At Pension Administrators & Consultants, Inc., we believe that a properly designed and administered retirement plan can be an effective tool to recruit and maintain employees.  Let us stay focused on your retirement plan so you can stay focused on running your business.

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