Steidle Pension Solutions, LLC provides full service administration services for ERISA and Non-ERISA 403(b) Plans for only $600.

We can also help you lower any asset based fees paid by participants.

403(b) Plans (also called a tax-sheltered annuity or TSA plan) are Retirement Plans offered by public schools and certain 501(c)(3) tax-exempt organizations. Employees save for retirement by contributing to individual accounts. Employers can also contribute to employees’ accounts.

403(b) plans are ideal for:

        • Organizations who wish to offer flexibility in contributions
        • Organizations who wish to allow their employees to defer some of their salary, but may not wish to make employer contributions

Steidle Pension Solutions, LLC keeps your Plan on an annual cycle of review and reporting to ensure that the Plan operates smoothly and stays in compliance. Our 403(b) services include the following:

        • Review of Plan provisions to determine if any changes would benefit the Company
        • Participant eligibility determination
        • Reconciliation of trust assets
        • Determining the minimum required government filings, such as Form 5500 for ERISA 403(b) Plans
        • Preparation of required government filings, such as Form 5500 for ERISA 403(b) Plans
        • Preparation of any Plan Document Amendments and participant notices required to keep the Plan in compliance
        • Analysis of fees assessed by Financial Institutions
        • Non-discrimination compliance testing
        • Annual report on compliance, testing and Plan level highlights
        • Plan Document- maintenance of operationally compliant document

While sponsoring a Plan entails certain responsibilities, SPS simplifies the process by providing all of the forms, instructions, and advice to guide you through the administration process. Our focus is to ensure your Plan delivers the intended benefits to the participants, stays compliant with pension rules & regulations, and is appreciated by the employees and participants.

The typical Installation and Onboarding fee is $850. However, for a limited time, the fee is being discounted.

SPS can also assist with the set-up and maintenance of 457 Plans.

If you have any questions or need assistance, you may call us at 800-630-401K (4015) or click here to contact us via email.