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Pension Plan Administration

Effectively designed retirement plans play a significant role in a business owner’s personal financial plan, as well as helping to attract and retain top performing employees.  And, well-designed plans also provide a broad range of tax benefits.

We will guide you to the appropriate plan for you and your employees and understand that your business is unique.  And, we are committed to providing a wide array of options to suit your business needs, goals, as well as your budget.  Our experienced team of professionals can design, implement, and administer the following types of qualified retirement plans and we offer a full suite of pension plan services.

At Tipping and Company, our team of pension plan experts have extensive experience in pension plan administration, compliance, recordkeeping and government filings.

401(k) Plans

Customized Allocation Profit Sharing Plans

Traditional Defined Benefit Pension Plans

Cash Balance Pension Plans

“Combination” Pension/Profit Sharing/401(k) Plans

Pension Plan Services – Review & Consulting

Existing Plan Checkup and Overhaul

Annual Required Compliances Testing and Reports

Annual Required form 5500 and Related Schedules