Smart Solutions for
Stronger Retirements
Our Services
Plan Design and Setup
Selecting the right retirement plan for your business starts with a customized design. We work with you to choose the best plan type, structure, and features to meet your goals, ensure employee participation, and get you the biggest tax deduction possible.
Ongoing Administration
From calculating contributions to processing distributions and loans, we handle the day-to-day administration of your plan, conduct mid-year reviews, and complete annual compliance testing/reporting to ensure your plan runs smoothly and stays compliant.
Plan Document Updates
Retirement plan regulations can change, and so can your business needs. We keep your plan documents up to date and ensure it remains compliant with IRS and DOL requirements. With our proactive approach, you can be confident that your plan will always be aligned with the law and your objectives.
3(16) Fiduciary Services
As a value-added service, SS Pension provides 3(16) fiduciary services for our plan sponsor clients. This includes handling communications with eligible employees, signing off on requests, and filing required reports. You can reduce liability and trust that your plan is being run with the utmost care and in full compliance with the law.
About
our company
With a commitment to delivering tailored solutions and actionable insights, our consulting firm empowers businesses to unlock the full potential of qualified retirement plans. We bring a wealth of expertise and dedication to understanding and meeting the unique needs of each client.
Contact Us
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