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 PenSys Administration Services |
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PenSys provides timely and accurate ongoing services designed to eliminate
the administrative burden for plan sponsors. These services include:
- Dedicated Administrative
Consultant assigned to the Client
- Calculation
of plan contributions
- Allocation of
investment earnings
- Employee enrollment
and beneficiary forms
- Individual participant
account certificates
- Employee summary
annual reports
- Signature ready
IRS/DOL annual return forms
- Processing of
participant terminations
- Preparation of
form 1099-R (if applicable) for participants receiving distributions
- Actuarial valuations
and certification
- Participant benefit
calculations
- Preparation of
PBGC filings for Defined Benefit Plans
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