Services
PPC 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.