The ManagedPlan Program is uniquely designed to assist plan sponsors in satisfying their fiduciary obligations.

The program combines expert plan administration professionals with state-of-the-art technology to provide the highest-quality support in all aspects of plan administration and recordkeeping. The comprehensive, team-oriented approach helps reduce many of the day-to-day burdens involved with plan administration and helps to make sure that the plan remains a benefit to the employees and not a liability to the company. The following is a summary of the comprehensive plan administration and recordkeeping services provided through this unique service structure.

  Plan Sponsor Resources

The ManagedPlan Program is uniquely designed to assist plan sponsors in satisfying their fiduciary obligations combining expert compliance with state-of-the-art technology to provide the highest-quality support in all aspects of plan administration and recordkeeping. The comprehensive, team-oriented approach helps reduce many of the day-to-day burdens involved with plan administration and ensures that the plan remains a benefit to the employees and not a liability to the company. The following is a summary of the comprehensive plan administration and recordkeeping services provided through this unique service structure.

  State-of-the-Art Daily Valuation Recordkeeping and Reporting Services

•    Flexible Participant Statement Design
•    Daily Valuation and Maintenance of Participant Level Accounts by Source and     Investment
•    Unlimited Account Transfers for Plan Participants
•    Electronic Payroll Processing
•    Vesting Service Computation
•    Daily Processing and Reconciliation of Contributions, Distributions and Transfers
•    Calculation of Minimum Required Distributions

  Expert Plan Compliance and Administration

•    Comprehensive Compliance Testing – ADP (401(k)), ACP (401(m)), Maximum Deferral     Test (402(g)), Maximum Annual Addition Test (415), Top-Heavy Test (416); Minimum     Coverage Test (410(b))
•    Signature-Ready Form 5500 (Annual Reports)
•    Preparation of Summary Annual Reports
•    IRS tax reporting (Form 1099R)
•    Plan Level Trust Accounting

  Sophisticated Plan Design Services

Appropriate plan design is critical to the effective implementation and ongoing operation of a retirement plan. Without proper plan design and the strong foundation provided by qualified plan consultants, a plan could easily become a liability to a company rather than a benefit to its employees. At PCS, our expert pension consultants and on-staff ERISA attorneys examine your client’s attributes and objectives to establish an attractive plan design that meets the unique needs of your client.

Next