Our Services

Pension Plan Services, Inc. area of expertise includes defined contribution plans, such as section 401k and profit sharing programs and defined benefit pension plans.

The services provided include but are not limited to the following areas:

• Design, development, and installation of tax-qualified retirement plans.
• Review and consultation of existing retirement programs.
• Administration of retirement programs including discrimination testing, processing of participant distributions and loans.
• Preparation of governmental required filings - PBGC, 5500, 1099-R, all schedules, and actuarial certifications.
• Assistance with Internal Revenue Service and Department of Labor audits.
• Determination of - benefits, asset allocations, and governmental agency filings upon plan termination.