Business meeting in an officePPC offers a variety of services under the pension planning umbrella.

These services include:

  • Initial design or redesign of your retirement plan with your objectives in mind
  • Signature-ready Plan and Trust documents to initiate your Tax Qualified Retirement Plan
  • Submission of Plan and Trust documents to the IRS with a request for a favorable determination letter
  • Day-to-day administration and recordkeeping of 401(k) plans
  • Timely reporting at both the plan sponsor and participant level
  • Actuarial Valuation of Defined Benefit Plans including Cash Balance and Combo Plan Arrangements
  • Compliance Reporting as required by the IRS and the Department of Labor
  • Valuation of Post-Retirement Medical Benefits in accordance with FASB ASC 715-60 (formerly FAS 106)
  • Representation at IRS and Department of Labor audits
  • Termination of Retirement Plans

Contact us for more information.