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Third
Party Pension Administration specifically
designed with CPA's in mind. Low cost,
electronic, multi-fund programs. Plan
types include: 401(k), Profit Sharing,
New Comparability, Safe Harbor, Defined
Benefit, Target Benefit and ESOP's.
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Referral
Program, Free Technical Support Program and
PENSERVCO Outsourcing Program (P.O.P.) aka
Ghost administration services. Low
cost CPE and A&A Credit programs. |
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Third
Party Admin Services customized to
meet your client's special needs.
Includes plan design, plan documentation,
participant notices, government reporting
(if requested), and IRS mandated
testing. Special referral program for
CPA's.
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