Pension Administration and Trust Accounting 2 Central St Category: Pension and Profit Sharing Plans |
Company representatives
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
41
Rating
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