|
Our Services
The
Pension Specialists, Ltd. offers the highest quality services. We
can help you with any combination of the following:
| Consulting
Services |
Administration
Services |
•
Design Consultation
• Feasibility Study
• Employee Survey
• Document Design
• Communication & Enrollment
• Human Resources |
•
Documentation & Submission
• Participant Recordkeeping
• Compliance Testing
• Discrimination Testing
• Financial Statement Preparation
• Actuarial Valuations
• Government Filings
• Termination Services
• Human Resources Administration
• Payroll Administration |
| Communication
Services |
Plan
Types |
|
•
Group Orientation Meetings
• One-on-One Enrollments
• DOL 404(c) Compliance
• Employee Booklets
• Financial and Investment Education
|
•
SIMPLE Trusteed 401(k) Plans
• Safe Harbor 401(k) Plans
• Full Service 401(k) Plans
• Profit Sharing Plans
• Money Purchase Pension Plans
• Target Benefit Pension Plans
• Group 403(b) TSA's
• Employee Stock Ownership Plans
• Defined Benefit Pension Plans
- Traditional
- Cash Balance
• Section 125 Plans |
| Allocation
Types |
Document
Types |
•
Pro-rata
• Uniform Point Allocation
• Permitted Disparity
• New Comparability IRC 401(a)(4)
- Cross Tested Benefit
Based Discrimination Testing |
•
Mass Submitter Prototypes
- Standardized
- Non-Standardized
• Volume Submitter Prototypes
• Individually Designed |
| Administration
Types |
•
Balance Forward With:*
- Any Single Fund Family
- Ten Fund Limit
- Pooled Accounts
- Quarterly Exchanges
- Quarterly Benefit Statements |
•
Daily Valuation With:*
- Multiple Fund Families
- Fifty Fund Limit
- Omnibus Accounts
- Daily Exchanges
- Quarterly Benefit Statement
- 1-800 Account Access
- Internet Account Access
- Print Internet Account
Information on Demand |
| * Individual
stock trading accounts are also available. |
If you would like more information on any
of these products and services, contact customer service at 815-394-5500
Ext. 103 or simply click
here to request more information. We look forward to serving
you.
The
Pension Specialists, Ltd.
3923 E. State Street
(map)
Rockford, IL 61108
Phone: 815-394-5500
Toll Free: 800-963-5501
Fax: 815-399-9324
Email: info@pensioninsider.com
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