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Plan Administration

Plan Administration

Premier Pension Solutions offers full service retirement plan administration for all types of retirement plans. Our services are designed to keep you and your employees informed about your accounts to keep you in compliance with ERISA guidelines.

Our services include, but are not limited to, the following:
  • Apply the eligibility requirements of your Plan
  • Calculate employer contribution amount, taking into consideration allocation requirements under the Plan, new participants, forfeitures and terminations
  • Perform any required nondiscrimination testing, as required under the Internal Revenue Code, including ADP/ACP testing, minimum coverage testing, top heavy testing and general nondiscrimination testing
  • Maintain individual records for participant accounts
  • Provide trust accounting services from provided investment statements
  • Prepare annual reports (IRS Annual Return/Report Form 5500 or 5500-EZ, Schedule P, other supporting schedules as necessary, and Summary Annual Report)
  • Provide individual participant account statements of their respective interest under the plan
  • Determine the amount to be distributed to terminated or retired participants, and prepare the necessary paperwork for participant signature
  • Assist in the processing of hardship, in-service and/or loan withdrawals as necessary
24 Hour internet access and Voice Response Unit (VRU) for plans on one of our daily trading platforms
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801 Washington Avenue  •   Suite 302  •  Waco, Texas 76701   •   P.O. Box 7247  •  Waco, Texas 76714
9385 Miller Lane  •  San Antonio, Tx. 78266