401k Plan Administration
CALL US: 800-630-401k (4015)
CALL US: 800-630-401k (4015)

Annual Administration

Third Party 401k Administration involves completing the yearly tasks required to keep a Plan in compliance with ERISA regulations. With SPS, your Plan is assigned an administrator and senior level administrator who get to know you and your Plan inside & out over time. We know call centers and chat systems will never deliver the same level of care as a personal consultant you know and trust. Our services are subject to strict Time Standards so you know when to expect their completion. We Provide:
  • Annual nondiscrimination and compliance testing
  • Year end contribution calculations
  • Signature ready 5500 preparation and SAR
  • Participant notices
  • Plan document services to keep your Plan in compliance

Recordkeeping Services

Recordkeeping is an accounting of each source in a plan (e.g. salary deferral, match, profit sharing). Contributions/withdrawals and gains/losses attributable to each source must be accounted for throughout a plan year. Since the treatment of each source may vary based on the provision of a plan, recordkeeping is required to keep plans in compliance. The custodian investment company will provide the recordkeeping services for most plans. However, if your Plan utilizes self directed brokerage or pooled accounts with a discount or retail brokerage firm which does not provide recordkeeping services, SPS can provide this service for your plan.
  • Annual recordkeeping by source
  • Participant Statements
  • Loan balance accounting
 
Get In Touch

About Us

Steidle Pension Solutions, LLC is a national Third Party Administration firm providing 401(k), Profit Sharing, Cash Balance, Defined Benefit and 403(b) services since 1991. SPS specializes in the small to mid size plan market.

Contact Us

Head Quarters

1225 Route 31

Steidle Building C

Lebanon, NJ 08833

Phone: 908-236-0040 or

800-630-401k (4015)

 
 

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