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Greenspan & Associates, Inc.
Phone: (818) 708-0600
Fax: (818) 708-0801
E-mail: [email protected]
Clients Choose Us!
6345 Balboa Blvd., Building III, Suite 355 Encino, CA 91316-1511
Plan Design and Inplementation
Greenspan & Associates, Inc. Services
Annual Compliance and Reporting
Administrative Functions
With so many changes in pension regulation, disclosure requirements and \IOlatility in the markets, the
design and implementation of pension plans has become an artform. The technical, number crunching
aspect will always be part of the backbone of any plan design, however to design the best plan for any
individual or business. we begin by asking questions. We wantto know more about the business, cycles,
goals as well as the purpose of the pension plan. The better we understand the purpose and the need,
the better the design will be.

Plan design is an art form because there are many options and many different ways to achieve a specific
goal. Some retirement plan design options are:

Profit sharing plan
New com parability profit sharing plan
401 (k) plan (with or without Roth)
Defined benefit plan
Cash balance plan
Money purchase plan

Or some combination thereof. And for each option, there are different ways to allocate and design benefit
formulas to meet specific goals. Please contact us for more information. If you already have a pension
plan. we encourage you to talk with your provider to help assess if the current design is the best fit
especially if you situation (business or personal) has changed. If you have other questions where we can
be of assistance, do not hesitate to contact us.
At Greenspan & Associates, Inc. we take care to provide our customers high quality services personalized for their unique needs. Please contact us for your present plan needs. Our staff members are professional, courteous and efficient.

We provide a variety of services including:
To qualify for the tax advantages given to pension plans, a plan must meet annual compliance and reporting requirements. With the ever changing regulations and requirements, this task can be daunting.

At Greenspan & Associates, Inc. we streamline the process and provide our clients with all the required
documents in our year end package. These are the services we provide:

Allocation reportĀ 
valuation report
Nondiscrimination testing
Contribution allocation
Annual funding notice
Summary annual report
Form 5500 and related filings
Form 8955-SSA
PBGC forms
Benefit statements
Guild aggregation
Adjusted funding target attainment percentage certification
In addition, our clients entrust us to provide them with other administrative functions with their pension plans such as:

Benefit calculations
Trust reconciliation
1099R reporting
Required minimum distribution
Distribution forms
Plan loan forms
Participant notices
Other Consulting Functions
Maintenance of plan document
Plan termination
Plan audits
If you have any question concerning your plan, please do not hesitate to contact us. Our friendly
staff will help find the best solutions for you.