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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 redesigns
  • Document preparation and qualification services
  • Plan 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
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 platform
  • Widest possible array of investment options with access to all net asset value funds
  • Institutional class funds
  • Trades through the National Securities Clearing Corporation (NSCC)
  • Reports the transactions and values on a daily basis
  • Participant level and Plan sponsor level web access
  • Communications and documentation online
  • Participant 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
  • Ascensus
  • ExpertPlan
  • Daily Access
  • Hartford
  • American Funds
  • Principal
  • Guardian
  • Oppenheimer
  • ING
  • OneAmerica
  • Lincoln National