Plan Administration

PCA® provides Plan Administration for all types of qualified plans such as: 401(k), Profit Sharing, Money Purchase, Defined Benefit, Section 125.

PCA® does not subcontract our services. All record keeping is done with state of the art systems and administrated by PCA® employees, assuring complete confidentiality and quality control. These services include, but are not limited to:

  • Daily or Balance Forward Record Keeping
  • Employer Valuation Reports
  • Participant Statements
  • IRS Reporting (Including Form 5500, 945 & 1099)
  • Processing for Distributions, Loans & Terminations
  • Governmental Testing (i.e. ADP/ACP, Top Heavy, 415, 402(g), etc…)
  • SAS 70 Audit Reporting