Comprehensive pension administration services
Embark on a journey to financial security with expert retirement plan support tailored to your business.
Design • Implementation • Consulting • Administration
Service 1
TPA for Defined Contribution Plans (401(k))
We handle the setup of your plan, write the qualified plan document, and provide complete annual administration.
- Plan setup and preparation of the written qualified plan document
- Complete annual administration tailored to your plan
- A TPA who keeps up with the constant changes in the industry
- Ongoing support to keep your plan running smoothly year after year
Service 2
Non-Discrimination Testing
We make sure owners and employees benefit fairly, catching issues early to help you avoid costly fines.
- Testing that ensures owners and employees benefit fairly
- Issues identified early, before they become costly fines
- Clear guidance to keep your plan in compliance
- Accurate, timely testing you can rely on
Service 3
Retirement Tax Forms (Form 5500)
We prepare and file your Form 5500 accurately and on time, so your plan stays in good standing.
- Preparation and filing of Form 5500 and all required schedules
- Accurate, on-time filing to keep your plan compliant
- Complete retirement tax form preparation
- Peace of mind knowing your filings are handled correctly
Additional Services
Everything your plan needs, all in one place
Beyond our core services, we provide the full range of administration and support that keeps your retirement plan compliant and running smoothly.
Confidential Client Data Form
New and returning clients can download our fillable Confidential Client Data Form, complete it, and email it back to Kristen@ProPensionInc.com. This helps us gather the information we need to administer your plan accurately and efficiently.
Not sure which service you need?
Let's talk through your plan and find the right support.