Plan Administration

Our plan administrators guide you through every stage of the process. We complete annual administration and valuation, and prepare participant notices, election forms, and tax filings required to maintain compliance with Internal Revenue Service (IRS), the Pension Benefit Guaranty Corporation (PBGC), or the Department of Labor (DOL) requirements.

To simplify the process for our clients, we provide a comprehensive year-end administration package containing all required reports and filings. All services are completed in-house, ensuring consistency, efficiency, and close oversight of each engagement.

We are committed to delivering accurate and timely service. Our routine plan administration and compliance services include:

Collecting and reviewing employee census data
Calculating benefit accruals, benefit allocations by individual participant
Preparing participant disclosures, including annual funding notices, summary annual reports, and other required communications
Preparing actuarial valuation reports
Reconciling plan assets both investment and non-traditional
Advise on tax deductible contribution range
Performing nondiscrimination testing, and top-heavy testing
Preparing distribution calculations and election forms
Preparing and filing IRS Form 5500
Preparing and filing PBGC premium form
Preparing participant loan documentation

Plan Administration