PLAN ADMINISTRATION
As a third-party administrator, or TPA, of retirement plans, Pension Associates performs a long list of activities designed to keep a plan compliant with all governing regulations.
Clients count on us to determine eligibility, file the necessary forms—on time, allocate contributions, process distributions and loans, and hundreds of other detailed tasks.
And we do.
However—checking tasks off a to-do list doesn’t accurately sum up what Pension Associates has to offer.
The truth is, we provide one-of-a-kind service for one-of-a-kind clients.
What does that mean?
Individual Attention
You’ll work with a single point of contact, a Pension Associates consultant, backed by a team of seasoned experts, who will answer your questions and provide solutions to problems.
TAX ADVANTAGES
Your plan will be positioned to take advantage of every tax deduction possible, minimizing plan costs and maximizing plan effectiveness.
PUTTING YOU AT EASE
You’ll achieve real peace-of-mind, knowing we’re doing everything required to ensure your plan works for you, for your employees, for your business.
There’s one more thing that sets us apart from other firms. We do business on a first-name basis. As a result, clients often become friends.
Professionalism,
with a personal touch
⭘ LET’S GET STARTED!
