Steidle Pension Solutions, LLC
$600 Full Service Administration

Steidle Pension Solutions, LLC (SPS) is a Third Party Administrator of Qualified Retirement Plans. Keith Steidle is the Principal. 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

Be sure to bookmark this page for future reference.



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 provides all annual administration services for a low, flat, all inclusive fee of $600 for qualifying Plans. 98% of Plans in the small Plan market qualify for this rate.

SPS streamlines the installation and administration of the Plan to make the process affordable and easy to understand. The annual administration fee for a 401(k) that meets the 3 criteria described in the presentations above is $600. The one time cost to install a 401(k) Plan is $850. 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:

* First Name:
* Last Name:
* Company Name:
* Phone #: - -
Address:
* Town:
* State:
* Email address:
* Do you have an existing 401k Plan?
Yes No
How would you like to receive information?
Mail Phone E-Mail
   

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

[ Privacy Policy ]

© 2012 The Steidle Financial Group, LLC