Pension Services Inc

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Description

Our mission is to achieve the client’s goals. It’s the number-one reason why PSI has been successful for more than 25 years, why our clients stay with PSI year after year, why our reputation is solid on the mainland and in Puerto Rico, why our reputation is unsullied and our expertise unparalleled in the field of retirement planning.

Our Legal Department includes two attorneys who specialize in ERISA (retirement law) with 50 years of experience in the pension industry, and a certified legal assistant. The legal department works with the client and/or their attorneys to prepare plan documents, technical amendments; to provide announcements for participations; to apply for IRS determination letters; to handle the required IRS approvals as well as annual DOL and PBGC reports; to provide IRS, DOL, and PBGC audit support.

Plans should be reviewed annually to take advantage of changes in the law. We specialize in evaluating modifications to the IRS code, and adjusting plans so they may conform with and benefit from them. Taking full advantage of all current tax laws is a cornerstone of our unique services.

The Internal Revenue Service (IRS) requires the plan sponsor to assume certain responsibilities in operating a qualified plan. These regulations covers all aspects of the plan including (but not limited to) management, participation, contributions, distributions of assets, fiduciary duty, terminations, and government filings.

Corporate profile & history : Founded in south Florida in 1989, Pension Services Inc. was created to design, implement, and administer customized qualified retirement plans for client companies of varying size.

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