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Defined Contribution Plan Record Keeping and Administration

Providing Smooth and Efficient Plan Operation...

Being a full service consulting and administration firm, we perform the following services in order to provide smooth and efficient plan operation:

  • Calculate employee eligibility and plan entry.
  • Maintain participant vested percentage records.
  • Determine eligibility for allocation of employer contributions and forfeitures.
  • Allocate employer and employee contributions.
  • Allocate plan earnings.
  • Allocate forfeitures, if applicable.
  • Distribution: Calculation of distribution amount, preparation of required distribution notices, release forms and IRS Form 1099-R.
  • Loan processing: Set up of loan accounts, preparation of promissory note and amortization schedule and tracking loan repayments.
  • Hardship withdrawal processing: Determination of hardship distribution amount and preparation of application forms.
  • Reconcile trust accounts.
  • Prepare customized participant statements.
  • Monitor participants who are required to receive age 70½ distributions.

Contact us to learn more about how Integrated Pension Services can craft the best plan to suit your needs.

Other Services include
Defined Contribution Plan Record Keeping and Administration
Defined Benefit Plan Actuarial Services and Administration
Annual Compliance Testing and Government Reporting
Consulting Services
Looking for a Specific Plan Type?

Begin your journey with Integrated Pension Services. We have a wide array of plans which you can discuss with one of our professional staff members.

Our Vision & Mission

Integrated Pension Services is dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security. Succinctly stated, our goal at IPS is to make every retirement plan we touch better.

Our Greatest Resource

Our greatest resource is our team of experienced professionals. Our clients are served by employees who have professional qualifications and whose backgrounds include many of experience in the pension and retirement field.

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Companies we provide service to
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Years Of Experience