Services | Pension Planning Consultants, Inc.

Services

PPC is a Full-Service, CEFEX Certified, Third Party Administrator

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Insist on a CEFEX Certified TPA!

Pension Planning Consultants, Inc. has been awarded the CEFEX Certification for Global Standard of Excellence in Industry Practices

Standard of Practice

Consulting

Retirement plan philosophy, selection, design and installation
Competitor Analysis and Comparison
Mergers, Acquisitions, and Controlled Groups
Strategic Plan Testing to Maximize Contributions
Plan Re-design

Plan Administration

Actuarial Services
Form 5500, 8955-SSA Filing
Loans & Distributions
Qualified Domestic Relation Orders (QDRO)
IRS Approved Plan Documents
Corrective Filings for Non-Compliant Plans (IRS & DOL Correction Programs)
Plan Terminations