Lori McCollom's Colleagues at Pension Solutions, Inc.
Lori McCollom's Contact Details
405-478-4321
Pension Solutions, Inc.
Lori McCollom's Company Details
We are a CEFEX certified third party administrator that provides consulting, actuarial and administration services for corporate, non-profit, and governmental retirement plans since 1962. Whether your business employs a large number of employees or just a few, Pension Solutions can create a retirement package that meets your companies' objectives.A retirement program is only as good as the quality of services provided. Technical complexities and increasing government regulations make it imperative that you receive strong creative design and the highest level of administrative competence. Here are some of the services available from Pension Solutions:QUALIFIED RETIREMENT PLANS: Defined Benefit Plans Cash Balance Plans Profit Sharing/401(k) Plans Employee Stock Ownership Plans (ESOPs) 403(b) Plans 457(b) Government and Non-Profit Plans Multiple Employer Plans FIDUCIARY GUIDANCE: Performance Analysis 404(c) Review Due Diligence Procedures 408(b)(2) (Fee Disclosure) ERISA Compliance ADMINISTRATIVE SERVICES:Discrimination Testing Coverage Testing Qualified Domestic Relations Orders (QDROs) Government Forms Loan Administration CONSULTING SERVICES: Plan Design Alternatives Plan Document Preparation Assist Client in IRS Audit Assist Client in DOL Investigation ACTUARIAL SERVICES:Annual Actuarial valuations of liabilities and determination of contribution requirements for Defined Benefit pension plans. Analysis of experience under the pension plans to determine the relationship between actual and anticipated results.