Pension Innovations & Consulting, LLC

  • 7558 King's Pointe Rd. Kylie Ellis
    7558 King's Pointe Rd.
    Toledo, OH 43617 | Map
  • 4198420600 4198420600
  • Description

    Third-Party Administrator (TPA) - we handle the compliance and design portion of qualified retirement plans. We are a non-producing TPA, meaning we are not licensed to give investment advice.
  • Products and Services – Plan design and preparation of plan documents and SPDs – IRS Form 5500 and Summary Annual Report (SAR) preparation – Plan setup and participant recordkeeping – Contribution calculations, allocations, and reconciliation – Compliance testing and year-end reporting – Coordination of plan installations and conversions – Consultations on the following: - Amendments - Restatements - Terminations - Corporate Transactions
  • https://pic401k.com/ Visit Site
  • kyliee@pic401k.com Send Message