Pension Solutions Retirement Plan Administrators Financial Planning

Find The Right Solutions

Qualified Retirement Plans

Defined Benefit Plans
Cash Balance Plans
Profit Sharing/401(k) Plans
Employee Stock Ownership Plans (ESOPs)
403(b) Plans
457(b) Government and Non-Profit Plans
Multiple Employer Plans

Consulting Services

Plan Design Alternatives
Plan Document Preparation
Assist Client in IRS Audit
Assist Client in DOL Investigation

Administrative Services

Discrimination Testing
Coverage Testing
Qualified Domestic Relations Orders (QDROs)
Government Forms (5500)
Loan Administration

Actuarial Services

Annual Actuarial valuations of liabilities and determination of contribution requirements for Defined Benefit pension plans.
Analysis of experience under the pension plans to determine the relationship between actual and anticipated results.

Fiduciary Guidance

Performance Analysis
Due Diligence Procedures
408(b)(2) (Fee Disclosure)
Benchmarking