Services

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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
Automated-Web-Based Platforms
Verisight
The Verisight Solution provides integrated pension administrative and reporting services using web-based technology. The solution is provided through a partnership of service providers including: Verisight as the database manager and the recordkeeper, Pension Planners as the third party administrator and MG Trust as the Custodian.
  • Advanced daily valuation platform
  • Widest possible array of investment options with access to all net asset value funds
  • Institutional class funds
  • Trades through the National Securities Clearing Corporation (NSCC)
  • Reports the transactions and values on a daily basis
  • Participant level and Plan sponsor level web access
  • Communications and documentation online
  • Participant education
  • Process transactions for plan administrator approval
  • Supports both commission and fee based systems – model portfolios
Third Party Platform
Pension Planners, Inc. also works with the following platforms and providers to streamline processes of communication with clients and financial institutions.
  • Verisight
  • John Hancock
  • Vanguard
  • Transamerica
  • Nationwide
  • Great West
  • TIAA-CREF
  • Ascensus
  • ExpertPlan
  • Daily Access
  • Hartford
  • American Funds
  • Principal
  • Guardian
  • Oppenheimer
  • ING
  • OneAmerica
  • Lincoln National
  Don’t Throw That Away -
Changes to Money Market
Accounts Are Coming Soon


Email Scam about the Electronic
Federal Tax Payment System


The 2017 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
239.598.9992
239.598.9812 Fax
info@pensionplanners.net

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