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As your service partner, PAI-Pension Services, Inc. offers the expertise of :
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Plan Documentation Services
Preparation and maintenance of the Plan Document and Summary Plan
Description
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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
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A Full Range of IRS Compliance Testing Services
Annual Non-discrimination Testing
IRS-415 Limitation Testing
IRS- Top-heavy Testing
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