Working with Pension Performance
Consulting and Administration for all types of plans
Defined Contribution plans including:
- Traditional 401(k) Plans
- Safe Harbor 401(k) Plans
- Profit Sharing Plans
- Age-Weighted Profit Sharing or 401(k) Plans
- New Comparability Profit Sharing or 401(k) Plans
Services Provided to Investment Advisor
- Plan Illustrations depicting different plan designs
- Available for meeting with plan sponsor and investment
advisor to offer explanation of plan design and PPI’s Services
- Ongoing support and communication regarding plan sponsors’ needs and goals
Services Provided to Plan Sponsor
- Plan Analysis and/or Design – tailored to meet needs
of owners and employees
- New Plan Installation or existing Plan Takeover (includes
providing illustrations on different plan designs)
- Maintain Plan Documents, Prepare Amendments and Restatements
- Full Service Plan Administration
- Reconciliation of Trust Accounts
- Prepare Participant Distributions and Loans
- Discrimination Testing (includes all required compliance
tests)
- Consulting (plan terminations, mergers and IRS/DOL audits)
- Preparation of IRS and DOL Forms
