Services

Pension Inc offers comprehensive recordkeeping and administrative solutions for defined contribution plans including 401(k), 403(b), Profit Sharing, Money Purchase, Cross-Tested and Target Benefit Plans.

As Third Party Administrator we provide...

  • Dedicated Pension Inc Account Executive for the Plan
  • Fast and courteous answers to employer and employee questions
  • Complete retirement plan consulting
  • Determination of plan eligibility, vesting and contributions
  • Clear and concise reporting of allocations
  • Non-discretionary Trustee (Co-Fiduciary) services
  • Plan education and communication including employee presentations (if requested)
  • Technical administration, required governmental filings and regulatory compliance

In addition, PI InterLink also offers...

  • Multiple mutual fund investment choices from a variety of respected and well-known fund families at NAV price
  • Secure Internet access for Plan Sponsor, Plan Investment Professional and Participants
  • Online access to view account balances and print on-demand participant statements
  • Online transactions including investment election changes, reallocations and account transfers
  • Simplified administration for Plan Sponsor providing employees with convenient and personal control over their retirement plan

Trustee Services

Pension Inc will serve as a Trustee without investment authority or discretion [Non-Discretionary Trustee]. Our services include cash management, distribution processing, loan administration, and 1099-R reporting.

Non Discretionary Trustee provides these key benefits...

  • We assume shared fiduciary liability under ERISA
  • We will serve as the plan contact to the IRS and DOL in the event of audit and information requests
  • A third party Trustee provides reassurance to an organization that retirement dollars are held by an outside source
  • Organization is relieved of the need to provide an internal Trustee source
" Compliant & Efficient"