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Plan Consulting, Design and Implementation
Our approach to consulting, design and implementation is very straightforward. We provide the following services on the most professional and cost-effective basis possible:
  • Retirement Plan feasibility studies and benefit/cost redesigns
  • Document preparation and qualification services
  • Plan implementation and installation
  • Employee Communications
  • Plan reconstruction Special Study Projects
  • Special Study Projects
Plan Administration
The importance of a properly administered plan cannot be overstated. Once a plan is in place, its continued legal compliance is critical for overall success. The services we provide include:
  • Reviewing and updating of employee census data
  • Reconciliation of trust assets
  • Calculation of employer's deductible contribution
  • ADP and ACP Testing, Top Heavy Testing, and 410(b) Discrimination Testing
  • Completion of statements required for participants
  • Completion of annual reporting forms for the IRS, DOL or PBGC
  • Actuarial review and certification
  • Annual Valuation Report for Employer
  • Continual monitoring for on-going regulatory compliance with IRS and DOL Regulations
  • Plan terminations and transfers, including 1099-R
  • Promissory Note & Amortization Schedules for participant loans
  • Meetings with trustees and/or employees
Third Party Recordkeeping Platform
Pension Planners, Inc. works with the following recordkeeping platforms and providers to streamline processes of communication with clients and financial institutions.
  • Newport Group
  • John Hancock
  • Vanguard
  • Nationwide
  • EmPower
  • American Funds
  • Fidelity
  • Ascensus
  • Aspire
  • MassMutual
  • The Standard
  • Lincoln National
  • Principal
  • Ameritas
  • Transamerica
  • Voya Financial
  • Mutual of Omaha
  • Ohio National
  • T Rowe Price
  Don’t Throw That Away -
Changes to Money Market
Accounts Are Coming Soon

Email Scam about the Electronic
Federal Tax Payment System

The 2018 IRS Limits on Benefit
and Compensation have
been released!

Client Forms
Distribution Request Form
Loan Request Form
Pension Planners, Inc.
1045 Crosspointe Drive
Suite 2
Naples FL 34110
239.598.9812 Fax

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