Administrative Services
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PAI - Pension Services, Inc.
106 Allamanda Dr. • Lakeland, FL 33803 • Tel: (863) 284-5000 • Fax: (863) 687-6433

Toll Free Number (877) 284-5006

 

As your service partner, PAI-Pension Services, Inc. offers the expertise of :

  • Plan Documentation Services
    Preparation and maintenance of the Plan Document and Summary Plan Description

  • Plan Administrative Services
    Participant Loan Administration
    Processing of Plan Distributions
    Assistance with Calculation of Annual Employer Discretionary Contribution Amounts
    to the Profit Sharing Component
    Technical and Legislative Support in Regard to Plan Operations
    Preparation of Form 5500, IRS Tax Reporting Form Including Summary Annual
    Reports for Participants

  • A Full Range of IRS Compliance Testing Services
    Annual Non-discrimination Testing
    IRS-415 Limitation Testing
    IRS- Top-heavy Testing

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