Tel. (212) 681-7970 Fax (646) 473-0306
 |
 |
| Enter your email address to be added to our mailing list. |
| Send HTML Email |
| Remove an Address |
WELCOME TO pensiontrustsolutions.com
PENSION TRUST SOLUTIONS, a third-party-administration firm, which has been providing high quality superior pension services to corporations, partnerships, privately owned businesses and self-employed professionals throughout the United States.
PENSION TRUST SOLUTIONS specializes in the implementation, design and administration of qualified retirement plans. The firm provides consulting services in all areas of pension and retirement planning (as well as estate planning and individual tax consulting). Our experienced staff offers a customized approach to each Plan Sponsors’ individual retirement plan issues.
PENSION TRUST SOLUTIONS provides expert services for virtually every type of retirement plan, including: Age-Weighted Comparability Profit Sharing, 401(k) Deferred Compensation Plans and Defined Benefit Plans.
Our comprehensive professional services include:
- PLAN DESIGN. Taking into account the benefit and contribution objectives, budget constraints, and tax implications, we individually design and submit for approval, a customized plan document. This plan document, necessary to qualify employee and/or employer contributions will be relied upon by Plan Sponsors for all aspects of related pension law.
- ADMINISTRATION. Our highly trained staff of consultants, actuaries and administrators utilizes state-of-the-art methods and technology in order to provide quality service to our clients, their CPAs, attorneys and financial advisors. Each year, we provide our clients with annual mandatory and/or optional contribution levels. Generally, the contribution objectives will be tailored toward the company owners and in some plans, favored employees.
- NON-DISCRIMINATION TESTING. No matter what type of plan is installed, each Plan Year, we must examine certain contribution allocations or retirement benefit accruals for non-discrimination in favor of highly compensated employees. These regulations tend to be very complex and our experts are trained to determine these tests, report results and determine solutions in the event that certain tests are not satisfied. It is very important that the plan remain in compliance in order to maintain its “qualified” or tax-exempt status.
- CONSULTING. As the economy changes, population of employee workforce within each company shifts, retirement objectives alternate and new legislation is passed by the government, we will carefully review each plan to ensure that it remains the most appropriate and optimal design for each of our clients. If necessary, we will meet personally with each client to ensure full understanding.
PENSION TRUST SOLUTIONS specializes in the implementation, design and administration of qualified retirement plans. The firm provides consulting services in all areas of pension and retirement planning (as well as estate planning and individual tax consulting). Our experienced staff offers a customized approach to each Plan Sponsors’ individual retirement plan issues.
PENSION TRUST SOLUTIONS provides expert services for virtually every type of retirement plan, including: Age-Weighted Comparability Profit Sharing, 401(k) Deferred Compensation Plans and Defined Benefit Plans.
Our comprehensive professional services include:
- PLAN DESIGN. Taking into account the benefit and contribution objectives, budget constraints, and tax implications, we individually design and submit for approval, a customized plan document. This plan document, necessary to qualify employee and/or employer contributions will be relied upon by Plan Sponsors for all aspects of related pension law.
- ADMINISTRATION. Our highly trained staff of consultants, actuaries and administrators utilizes state-of-the-art methods and technology in order to provide quality service to our clients, their CPAs, attorneys and financial advisors. Each year, we provide our clients with annual mandatory and/or optional contribution levels. Generally, the contribution objectives will be tailored toward the company owners and in some plans, favored employees.
- NON-DISCRIMINATION TESTING. No matter what type of plan is installed, each Plan Year, we must examine certain contribution allocations or retirement benefit accruals for non-discrimination in favor of highly compensated employees. These regulations tend to be very complex and our experts are trained to determine these tests, report results and determine solutions in the event that certain tests are not satisfied. It is very important that the plan remain in compliance in order to maintain its “qualified” or tax-exempt status.
- CONSULTING. As the economy changes, population of employee workforce within each company shifts, retirement objectives alternate and new legislation is passed by the government, we will carefully review each plan to ensure that it remains the most appropriate and optimal design for each of our clients. If necessary, we will meet personally with each client to ensure full understanding.
About UsPoliciesSearchSitemapJoin Mailing ListContact UsResources