Pension Plan Services, Inc.

Pension Plan Services, Inc. has demonstrated expertise in defined benefit pension plans and defined contribution plans; such as section 401(k) and profit sharing programs.

The primary services we provide are:

• 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.