Steidle Pension Solutions, LLC

Steidle Pension Solutions, LLC (SPS) is a Third Party Administrator of Qualified Retirement Plans. SPS installs and administers the following types of plans:

  • 401(k)
  • 401(a) Profit Sharing Plans
  • Roth 401(k)
  • SIMPLE-IRA
  • SEP
  • Keough
  • Defined Benefit Plans

Depending on the Plan you select, SPS provides the following services and documents related to the installation of your Retirement Plan:

  • Adoption Agreement
  • 401(k) Plan Document with Amendments
  • Summary Plan Description
  • Enrollment Kits
  • Employee Enrollment Meetings
  • Participant Enrollment Services
  • IRS Form 5300 Preparation (if neccessary)
  • Advise Fiduciary on Investment Policy Statement
  • Recommend Investment Menu that is 404(c) Compliant
  • Form 8717: IRS Exemption of User Fee Form (if neccessary)

As part of the annual administration of a 401(k) Plan, SPS provides the following comprehensive services:

  • Preparation of IRS Form 5500 with Schedules
  • Plan Valuation Report
  • Plan Testing for Top Heavy Status
  • Update Plan Amendments
  • Vesting Reports
  • Employee Annual Statements
  • ADP and ACP Tests
  • Yearly Report on Fund Performance
  • Process Distribution Requests
  • Complete Enrollment of New Participants
  • Record Keeping Services

SPS streamlines the installation and administration of the Plan to make the process affordable and easy to understand. The one time cost to install a 401(k) Plan is $850. The annual administration fee for a 401(k) ranges from $600 for a standard 401(k) to $1,200 for a fully customized Safe Harbor 401(k). These rates apply for plans with less than 25 participants. Please call for rates for plans with more than 25 participants.

Questions? Call a representative at 1.800.630.401K (4015).

If you would like a representative to contact you regarding retirement planning, please complete and submit the form below:

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I am interested in:  401(k)   PSP   Other
   

Securities offered through Nationwide Planning Associates, Inc. Member FINRA, SIPC.

© 2008 The Steidle Financial Group, LLC