We are a Pension Consulting and Third Party Administration firm established in 1983. Our client base ranges from self-employed individuals to international companies.
We strive to meet the individual needs of each client in a cost-effective
manner. One of our key competitive advantages is our ability to provide hands-on and customized service to each of our clients. Our Pension Administrators are successful due to the training and support that they receive, the practical experience they bring
to the table, and the broad range of skills they develop over time.
We encourage and rewards employees for passing exams and obtaining credentials sponsored by the Society of Actuaries and the American Society of Pension Professionals and Actuaries.
Ongoing education and training provides our firm with a very knowledgeable, creative, and competent staff with the skills enable them to be very responsive to our clients' needs.
Principal Accountabilities Include
client base with limited supervision
Perform complete annual administration from data collection to 5500 filing
Review and interpret Plan Documents
Perform Contribution Calculations and Nondiscrimination Testing