Sharon Trotter-Austin QKA

New Business Director/Client Relationship Manager at Pension Solutions, Inc. - Oklahoma City, OK, US

Sharon Trotter-Austin QKA's Colleagues at Pension Solutions, Inc.
Lori Bass

Pension Administrator

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Emily Bass

Pension Administrator

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Lori McCollom

Director of First Impressions

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Sharon Trotter

New Business Director/Client Relationship Manager

Contact Sharon Trotter

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Sharon Trotter-Austin QKA's Contact Details
HQ
405-478-4321
Location
Oklahoma City, Oklahoma Area
Company
Pension Solutions, Inc.
Sharon Trotter-Austin QKA's Company Details
Pension Solutions, Inc. logo, Pension Solutions, Inc. contact details

Pension Solutions, Inc.

Oklahoma City, OK, US • 20 - 49 Employees
Financial Services

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.

Plan Design Plan Consulting Cross Tested New Comparability 404(c) Compliance Discrimination Testing Top-Heavy Testing 401(k) 403(b) 457(b) Non-Profit Governmental Defined Benefit Cash Balance Multiple Employer ESOP Davis Bacon Taft-Hartley Financial Services Financial Advisory Services
Details about Pension Solutions, Inc.
Frequently Asked Questions about Sharon Trotter-Austin QKA
Sharon Trotter-Austin QKA currently works for Pension Solutions, Inc..
Sharon Trotter-Austin QKA's role at Pension Solutions, Inc. is New Business Director/Client Relationship Manager.
Sharon Trotter-Austin QKA's email address is ***@pension-solutions.net. To view Sharon Trotter-Austin QKA's full email address, please signup to ConnectPlex.
Sharon Trotter-Austin QKA works in the Financial Services industry.
Sharon Trotter-Austin QKA's colleagues at Pension Solutions, Inc. are Geoff Stallings, Lori Bass, Emily Bass, Mark Lester, Danielle Johnson, Lori McCollom, Sharon Trotter and others.
Sharon Trotter-Austin QKA's phone number is 405-478-4321
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