View Plans 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 redesignsDocument preparation and qualification servicesPlan 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 platformWidest possible array of investment options with access to all net asset value fundsInstitutional class fundsTrades through the National Securities Clearing Corporation (NSCC)Reports the transactions and values on a daily basisParticipant level and Plan sponsor level web accessCommunications and documentation onlineParticipant 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