Pension Plan Consulting, Design and Implementation
Pension Plan Administration
Professional Qualifications
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PENSION PLAN ADMINISTRATION

The importance of a properly administered plan cannot be overstated. Once a plan is in place, its continued legal compliance is critical for overall success. The performance of the areas below guarantees that your plan will operate smoothly and in compliance with current law.

  • Reviewing and updating of employee census data
  • Reconciliation of trust assets
  • Calculation of employer's deductible contribution
  • Completion of statements and reports required for participants
  • Completion of annual reporting forms for the Internal Revenue Service, Department of Labor, and, if necessary, the Pension Benefit Guaranty Corporation.
  • Actuarial review and certification
  • Completion of Annual Valuation Report for Employer
  • Continual monitoring for on-going regulatory compliance
  • Plan terminations and transfers

Richard Blum & Associates has never had a plan disqualified or adversely criticized by the Internal Revenue Service nor by the Department of Labor. Your plan is safe and protected with us. That is the RB&A difference.