1545 River Park Drive, Suite 325
Sacramento, CA 95815
phone: (916) 922-3200
fax: (916) 922-3400
Pension Administration Help Center
All Blog Posts
We can help identify errors and ways to help you cuts costs with your retirement plan.
If you don't already have a plan, we can guide you to the type of plan that will benefit you the most.
As a kid I liked the card game called Concentration. My brothers, on the other hand, liked the game called 52-Card Pick Up. You know the one – where you throw the whole deck of cards in the air and then pick up all 52 of the cards. Little brothers can be so trying sometimes.
Some of our clients are Employers who keep very careful records, and others must have offices that resemble the floor after a game of 52-card pick up. Following are our Top 5 “best practices” that employers can implement to streamline their retirement plan record keeping procedures.
i. Safe Harbor
ii. Automatic Enrollment
iii. Qualified Default Investment Arrangement
Keeping complete and organized records throughout the year will allow you to be stress-free when it comes times to putting together information for your pension administrator to complete your retirement plan testing, audit and reporting. A little bit of concentration will go a long way.
Allowed tags: <a> link, <b> bold, <i> italics