SAN LUIS PENSION CONSULTANTS
 


National Institute of Pension Administrators

ASPPA Member

SERVICES
Plan Design

   We help our clients identify their goals and objectives in regard to their plan, then we design the plan to meet those goals and objectives.
   We provide consulting services, plan design and documentation for Profit Sharing, 401(k), Money Purchase, Target Benefit and Defined Benefit Pension plans.

Annual Administration

   SLPC assists its clients in operating their plans in accordance with the legal parameters established by the Internal Revenue Service, U.S. Department of Labor and Pension Benefit Guaranty Corporation.

Each year SLPC will provide the following services:

  • Data collection and analysis (trust asset reconciliation upon request)
  • Preparation of a comprehensive defined contribution or defined benefit valuation
  • Prepare individual benefit statements
  • Prepare the ERISA Disclosure or Summary Annual Report
  • Prepare form 5500 series filing with all accompanying schedules for Department of Labor filings/IRS filings.
  • Perform all necessary non-discrimination testing
  • Monitor plan operation and documents for compliance with current legislation and regulation
  • Prepare distribution election forms and coordinate benefit payments
  • Prepare IRS forms 1099R and 945 to report distribution

 

 



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