Consulting
Pension Resources provides complete plan consulting services. Many employers choose to hire a third party to review plan operations, conduct internal plan audits and government audit representation. Through our staff and affiliates, we will give you full support and tools you need for your company retirement plan consulting needs.
- Plan Design & Amendments
- Internal Plan Audits
- Internal Revenue Service Audits & Inquiries
- Department of Labor Audits & Inquiries
- Employee Dispute Resolution
- Required Interim Plan Amendments
- Technical Support and Research
- Training
- Required Correction Submissions
- VCP - Voluntary Compliance Program
- SCP - Self-Correction Procedure
- DFVC - Delinquent Filers Voluntary Compliance
- Form 5500
- Audit CAP - Closing Agreement Program
Other Services
Plan Types
Pension Resources offers a wide range of prototype standardized and non-standardized retirement plan documents.
Plan Design
Pension Resources offers a wide range of prototype standardized and non-standardized retirement plan documents.
Administration
Pension Resources offers complete plan administration services. You choose the payroll provider, financial advisor & investment platform.
Plan Audits
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