Retirement plans are integral to any successful employee benefit program. Deciding which of the many plans available will be most beneficial is not easily accomplished.
In order to simplify this process for clients, we guide them through plan eligibility, benefits options and funding decisions. After these factors have been determined, PPBS produces all Plan documents and IRS forms and then submits them to the IRS for a determination letter.
When administering plans, PPBS provides:
• Allocation of contributions and recordkeeping for Defined Contribution and 401(k) plans.
• Certified actuarial valuation of plan benefits and liabilities for Defined Benefit plans.
• Complete plan administration including preparation and filing of necessary IRS, PBGC, and Department of Labor forms or inquiries.
• Funding strategies, including the evaluation and plan of investments, insurance, and annuity contracts.