Pension Resources offers complete plan administration service or choose any one or a combination of our services.

We offer daily valuation programs for all plan types. Also, you may select traditional balance forward administration for Defined Contribution Plans. Your employees will receive prompt and courteous attention to their questions and requests for information.

We provide custom reports which detail and summarize contributions, distributions, earnings, vested interest, participant loans and more.

EMPLOYEE COMMUNICATIONS

PLAN VALUATIONS

COMPREHENSIVE TESTING

GOVERNMENT REPORT FILINGS
(e.g.: FORM 5500, 1099-R, 990T, 945, etc.)

SUMMARY PLAN DESCRIPTIONS

PARTICIPANT CERTIFICATES

SUMMARY ANNUAL REPORTS

CUSTOMIZED FORMS