PGR Retirement Plan Services is solely focused on providing local customized service that larger companies cannot, or do not, offer. Our greatest strength is our professional, knowledgeable team.
We are committed to making sure that your plan runs smoothly for you and your plan participants. You will be assigned a Plan Administration Consultant who will be your day-to-day contact. Key areas that your consultant will continually monitor and address include:
- An ongoing review of your plan, keeping it up to date and in compliance with regulator
and legislative changes ensuring the plan is operating efficiently and effectively.
- Timely and accurate testing and reporting to include, (as needed)
- ADP / ACP testing – IRC 401(k) / 401(m)
- Compensation limit – IRC 417
- Maximum deferral limit testing – IRC 402(g)
- Maximum participant contribution allocations – IRC 415
- Plan coverage test – IRC 410(b)
- Top-Heavy testing – IRC 416
- Maximum deduction – IRC 404
- Signature ready 5500 tax form
- Summary Annual Report
PGR Retirement Plan Services knows what makes plan administration
streamlined and successful. Our service is:
- Complete – no need to hire multiple service providers
- Personal – direct communication between you and your Plan Administration Consultant
- Professional – staff includes actuaries and certified pension consultants with
memberships in the American Society of Pension Professionals & Actuaries
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