Pension Performance Services

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

  • Fee Estimate specific to plan
  • 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

We promise to provide
  • The highest standard of quality of work
  • Highly trained administrators
  • Timely and accurate information
  • State- of-the art plan designs

Please explore our website to find out more about our services and company.

For more information:

Pension Performance, Inc.
Pension Performance Inc.
2551 Division St., Suite 104
Joliet, IL 60435

815-733-6226 Phone
815-733-6224 Fax