Services
Chautauqua Plan Administrators, Inc. provides a full range of third party pension plan administration services for defined contribution qualified retirement plans.
We work in close association with our clients and their investment advisors to assure that new plans and takeover plans are administered in a professional and timely manner. This direct communication link promotes timely filing of government reports and reduces the risk of error in transferring census and contribution information.
All services performed for a client are based upon an agreed-upon fee schedule. Engagement letters and services agreements are customized on a client-by-client basis. Additional services are provided based upon an hourly fee. All work is performed by a small, highly professional staff.
Chautauqua Plan Administrators, Inc. provides a complete range of qualified defined contribution retirement plan services:
Third Party Defined Contribution Plan Administration
- establishment and maintenance of employee participant database
- processing payroll
- calculation of contributions
- determination of eligibility
- processing of loan, hardship, in-service, and termination distributions
- performance of 401(k) Profit Sharing Plan Compliance and Discrimination Testing
- periodic Individual Participant Statements
- sponsor's Annual Allocation Report
- preparation of all government reporting requirements
Defined Contribution Prototype Plan Documents
Standardized Plan Documents for:
- Profit Sharing Plan
- 401(k) Profit Sharing Plan
- Money Purchase Plan
- Target Benefit Plan
Nonstandardized Plan Documents for:
- Profit Sharing Plan
- 401(k) Profit Sharing Plan
- Money Purchase Plan
- Target Benefit Plan
Plan Documents include:
- professional assistance in preparing the applicable Adoption Agreement
- an Administrator's Guide and all forms required to adopt the plan
- Summary Plan Description
- IRS approval letter
Retirement Plan Consultation
- consultation regarding retirement plan adoptions and amendments required by government regulations
- third party administrator, participant, and plan sponsor information and education meetings in conjunction with your investment advisor
Web Access and Design
Chautauqua Plan Administrators, Inc. has created a Web access program that permits pension plan participants to view the value of account balances online on demand. Please see details here.
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