Pension Solutions, Inc.

Financial ServicesOklahoma, United States11-50 Employees

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.

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