A Pension Store, LLC
Financial Services - Lawrenceville, Georgia, United States
A Pension Store, LLC Employees
A Pension Store, LLC Senior Management
A Pension Store, LLC Details
Our professional staff has the expertise and up-to-date technology to provide the necessary actuarial and administrative assistance to manage your retirement plan:Defined Contribution Plan Services & Administration• Determine eligibility for allocation of employer contributions and forfeitures.• Allocate employer and employee contributions.• Allocate plan earnings.• Allocate forfeitures, if applicable.• Distribution processing: Calculation of distribution amount, preparation of required distribution notices, release forms and IRS Form 1099-R.• Loan processing: Set up of loan accounts, preparation of promissory note and amortization schedule and tracking loan repayments.• Hardship withdrawal processing: Determination of hardship distribution amount and preparation of application forms.• Reconcile trust accounts.• Prepare customized participant statements.• Monitor participants who are required to receive age 70% distributions.Defined Benefit Plan Actuarial Services and Administration• Calculate employee eligibility and plan entry.• Maintain participant vested percentage records.• Determine eligibility to receive benefit accrual.• Prepare annual actuarial report and certification.• Actuarial determination of required employer contributions.• Preparation of individual benefit statements.• Distribution processing: Calculation of distribution amount, preparation of required distribution notices, release forms and IRS Form 1099-R.Annual Compliance Testing and Government Reporting• Contribution deductibility calculations (§404).• Annual additions testing (§415).• Top heavy testing (§416).• Coverage testing (§410(b)).• ADP/ACP testing (applicable to 401 (k) plans).• Preparation of IRS Form 5500 and related schedules.• Preparation of Summary Annual Report for participants.• Preparation of appropriate PBGC form (for defined benefit plans only).Consulting Services and much more...
