Pension Administration and Trust Accounting

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Pension Administration and Trust Accounting

2 Central St
Ipswich
MA 01938
Phone: 978-356-9004

Category: Pension and Profit Sharing Plans

Company representatives

Howe Woolfolk, Owner
Phone: 978-356-9004
Email: moc.noisnep-atap@klofloow

Howe Woolfolk, Principle

About Pension Administration and Trust Accounting

Timely and complete pension services for retirement plan with less than 100 participants.


PATA is a TPA (Third Party pension Administrator) that performs all of the annual duties associated with a retirement plan. PATA will assist you in establishing a retirement plan by providing and completing an IRS approved qualified retirement plan document on your behalf. PATA will also determine participant eligibility, calculate the annual contribution, reconcile the pension???s trust, prepare the form 5500 and applicable schedules, generate distribution packages, and complete 1099Rs for terminated participants. In short, PATA will do all of the tedious work associated with running a retirement plan except sell you the assets. PATA sells no product, only services.


Products and Services

  • Complete pension administration
  • 401K plans
  • IRS Approved document

Location Type

Single Location


Employees

1


Years In Business

36


Rating

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