MEMBER
BENEFITS
Retirement Plan Administration
Provider: Certified Pension Services, Inc.,
(330) 963-4800
Click here to get started using our online form!
Certified Pension Services, Inc. is a full service pension
administration and consulting firm headquartered in Twinsburg,
Ohio. The company currently administers over 1450 plans and
has over 58 years of experience.
Incorporating a Combination of Professionals and Technology
- Staffed with Certified Public Accountants
- Utilizing Leading
Edge Hardware and Software in a Fully Integrated Network
Environment
Providing a Complete Scope of Tangible
and Intangible Services
- Client Audit Representation with the Internal Revenue
Service and the Department of Labor
- Prompt Accurate Reporting
in an Easy to Understand Format
- Available to Answer Questions,
Anticipate Problems and Provide Solutions
Direct Pricing Structure
- All Inclusive
- No Hidden Costs
SERVICES PROVIDED Document Drafting
- Draft the Plan Document
- Provide the Summary Plan Description
Plan Administration
Preparation of the following reports on an annual basis:
- Employee Census
- Constribution Report
- Vested Balance Statement
- Account Balance Statement
- Summary Annual Report
- Certificates of Participation
Governmental Compliance Reporting
- Preparation of Form 5500 and Related Schedules
- Preparation
of 1099R's and Related 1096
Testing Requirements
- Calculate and analyze the top-heavy test
- Calculate and
analyze the discrimination tests
Other General
Services
- Calculation of Terminated Participants' Vested Balance
and Preparation of the Necessary Distribution Papers
- Preparation
of Load Amortization Schedules and Truth in Lending
Disclosures, if applicable
- Telephone Consulting as Required
- Preparation of Monthly
Investment Allocations of Contributions
Click here
to get started using our online form! |
