Pension Administration

The key to success in your qualified plans lies in the design and implementation of the plan. Our pension administration services branch of San Francisco Associates is committed to develop and maintain retirement plans that meet your firm's objectives. Our mission is to make the operation of your plan as smooth and pain free as possible. We do that by:

  • Carefully listening to your concerns about any issues you have with your current plan service providers and understanding what business objectives you are trying to accomplish with your 401(k) or other qualified plans.
  • Designing or redesigning plan documents that could minimize your costs and maximize your flexibility.
  • Providing Summary Plan Descriptions to help your employees to understand how the plan works. We also conduct group informational meetings.
  • Making sure that the plans stay in compliance with the tax law changes that occur all too frequently.
  • Performing administrative functions that include:
    • discrimination tests
    • processing employee loan requests
    • distributions for terminated employees
    • preparing annual plan valuations and individual participant statements
    • 5500 tax forms
  • Making sure that our administrative fees are reasonable and competitive.
  • Being available to answer any questions you or your employees have about the plan.

Our dedicated professionals have been involved in the qualified plan area since ERISA went into effect in 1974. We have a team of experienced professionals who can assure that your plan runs smoothly and that your employees understand and appreciate what you are doing for their benefit. We are backed by state-of-the-art computer systems that help assure that reports are prepared accurately and efficiently. By entrusting the day to day running of your 401(k) plan to the experienced, competent and caring professionals at San Francisco Associates pension administration service, you can be free to devote your time and energies to what you do best: running your business.

Contact our pension administration services at sfapension@sfassociates.com