Our team of administrators all maintain, or are in the process of obtaining, professional designations through the American Society of Pension Professionals & Actuaries (ASPPA) or the National Institute of Pension Administrators (NIPA). These designations include stringent testing and continuing education requirements. With an Enrolled Retirement Plan Agent (ERPA) on staff, we can also handle IRS inquires on your behalf.
PCC provides a full range of services related to qualified retirement plan administration, including:
- Retirement plan design review/implementation
- In-house IRS approved plan documents
- Compliance testing
- Contribution calculations
- Asset reconciliation
- Form 5500 preparation and filing