Qualified Pension Services: Service Portfolio


	SERVICES Plan Administration Provide administration services for defined contribution plans, specifically 401(k) and profit sharing plans. (See Plan Services below) Provide administration services for defined benefit pension plans. Plan Services Provide Defined Benefit Plan valuations to determine the current funding status of the retirement plan and the contribution levels necessary to meet regulatory reporting requirements. Determine maximum allowable benefits, contributions and minimum funding requirements. Perform compliance testing. Prepare Forms 5500 and related schedules as required by ERISA and FASB. Calculate retirement, withdrawal, disability or death benefits for participants and beneficiaries. Determine benefits and liabilities for terminating plans as required by various regulatory agencies. Participant Communications Provide Summary Plan Descriptions, benefit statements and other documents to communicate plan and benefit status.