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