Creative Retirement Planning Solutions

Debe Pennington provides roadside assistance for your retirement journey.

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Retirement Plans

· Defined Benefit Pension Plans

· Tiered Formula Defined Benefit Pension Plans

· 401(k) Plans

· Profit Sharing Plans

· Tiered Allocation Profit Sharing Plans

· Cash Balance Plans

 

Administration Services

· Plan Document

· Summary Plan Description

· IRS Submission

· Actuarial Valuation and Comprehensive Report

· Individual Benefit Statements

· Summary Annual Report

· Annual Funding Notice

· IRS Form 5500 and Related Schedules

· Actuarial Certification (Schedules B and AFTAP)

· PBGC Forms and Certification

· FASB 87 Disclosure Statement

 

Distributions & Other Plan Administration Services

· 1099R Forms

· Minimum Required Distributions

· IRS DOL and PBGC Plan Audits

· Overfunding Problems

· Underfunding Problems

· Resolving Compliance Issues

· Non-Discrimination Testing

· ADP/ACP Testing

· Plan Mergers/Spin-off’s

· Plan Terminations