Transform the way you think about your employee retirement plan.
What we do.
Pa. Pension Planners, Inc. provides Third Party Plan Administration services from start-up through complex audit plans. Our administrators are passionate about offering a high level of engagement to our plan sponsors. Our process keeps our administrators connected to the plan sponsor and allows them to adapt to any changes the sponsor may be going through.
Why we plan it.
Our success is based on your retirement plan’s performance and ability to maintain the plan in an efficient manner. We review all potential efficiencies available from our team and other vendors such as payroll and the offerings from the recordkeepers. Our team will review that current and ongoing regulations are met and that your plan works for you and your employees. We value our client’s time and their ability to successfully run their own businesses. We do our best to simplify the complicated world of retirement plans for our clients.
How we manage it.
Plan sponsors have a dedicated plan administrator that has on average 24 years of experience in the retirement plan industry.
Merger & Acquisition Activity
Controlled Group Issues & Compliance
Assistance with DOL and/or IRS audits
Affiliated Service Group determination
Compensation definitions and guidance
Advice and assistance with DOL/IRS correction procedures
Pre-approved plan documents
Our services
Needs Analysis
Understanding your needs is the first step to create a plan that will work for you long term.
Compliance
Our highly trained Consultants navigate the complex laws and tax codes for compliancy.
Plan Design
With in-depth benefit studies, we will devise a customized retirement plan unique to you.
Dedicated Consultant
Plan support via a dedicated consultant will provide the sollutions and support you expect.
Our Expanded Services
• Provide signature ready 5500
• Complete non-discrimination testing and analysis
• Determining participant Eligibility
Employer Calculations
Assisting in processing of Loans, QDROs and distributions including Required Minimum Distribution
Reconciling each participant account and resolution of any other errors associated with participant accounts
• Determining Vested benefits
• Independent review and reconciliation of client census
Analysis and reconciliation of client data vs. recordkeeper data
Review of plan mechanics to ensure they are following the legal Plan Document
Audit support
Providing Quarterly or Annual Valuations for balance forward or daily value recordkeeping
Plan document drafting
“We would be honored to partner with you and plan your future together.”
— PA Pension Planners Team
Members of ASPPA
ASPPA—the American Society of Pension Professionals & Actuaries—is the premier national organization for career retirement plan professionals. The membership is comprised of the many disciplines supporting retirement income management and benefits policy. Members are part of the diversified, technical, and highly regulated benefits industry. ASPPA represents the most committed individuals of the profession—those who have made a career of retirement plan and pension policy work.
The purpose of ASPPA is twofold
to educate retirement plan and benefits professionals
to preserve and enhance the private pension system
Based in the nation’s capital, ASPPA is a non-profit professional organization acting on behalf of its 5,400+ members to improve retirement income policy. In pursuit of these goals, ASPPA offers extensive educational opportunities for its members—from professional credentialing to continuing education. ASPPA Government Affairs department keeps a close watch on all legislative and regulatory activities affecting retirement benefits and pension policy.
ASPPA was founded in 1966 originally as an actuarial organization. Since then, ASPPA has carefully tracked the changing needs of the retirement plan industry. As a result, ASPPA has expanded and diversified its membership to include all types of pension professionals–from actuaries, consultants, and administrators to insurance professionals, financial planners, accountants, attorneys, and human resource managers. Embracing diversity, the 5,400+ members of ASPPA are united by their commitment to the private pension system.
Reach Out.
We would like to hear from you. Let us know how best we can serve you by filling out the message form below.
