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What We Do
We specialize in Defined Benefit Administration (Pension Plan Administration). Allow us to handle all of your Defined Benefit Administration needs. Below is a sampling of the services we offer. Choose all for a full administration package. Or pick and choose the options to custimize your package and meet your Defined Benefit Admistration needs.
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Employee Benefit Statements
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Data Analysis
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Data Reconciliation
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Qualified Domestic Relations Order (QDRO’s)
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Compliance Assurance
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Benefit Calculations
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Plan Amendments
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Payment Processing
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Government Forms
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Government Filing
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5500’s
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Pension Benefit Guaranty Corporation (PBGC)
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Summary Annual Reports (SAR’s)
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Government Notices
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Retirement Applications
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Retirement Forms
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Employee Retirement Income Security Act (ERISA)
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Summary Plan Descriptions (SPD’s)
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Call Center
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Customer Service Center
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Economic Growth and Tax Relief and Reconciliation Act of 2001(EGTRAA)
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