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In these days when large, impersonal investment firms offer "one-stop shopping," we remain a small firm, so we can design our services to fit your company.  Our clients feel comfortable knowing that they can always turn to us with a question or request, and that they and their employees will receive a prompt, friendly, and accurate response.

Administrative services include:

  • Participant record-keeping
  • Participant / employer reporting
  • Loan administration
  • Distribution processing
  • Contribution calculations
  • Non-discrimination testing
  • Form 5500-series reporting

Pension plan "compliance" means making sure that each IRS requirement applying to retirement plans is met every plan year.  With each round of pension "simplification" legislation, accomplishing this becomes more complex.

This area of pension plan administration is often overlooked or under-appreciated by small employers.  Concern over administrative costs often leads an employer to choose an investment and administration package that keeps costs artificially low.  But the long-term cost of this choice is often much higher than is first apparent.

We believe keeping your retirement plan in compliance with IRS regulations is our most important service, and it is a function that neither investment firms nor you the employer can perform well.

Because we are a small firm, our costs are low, and our fees remain very competitive.  You receive excellent compliance work for a reasonable price.

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Over the years, congress has made many changes to the pension laws, adding new varieties of retirement plans in an effort to encourage employers to provide retirement benefits for their employees.

Taylor Pension Administration, LLC will help you to identify what you want your retirement plan to accomplish and assist you in choosing from among the wide array of plans which include:

  • Profit sharing

  • 401(k)

  • Money purchase pension

  • Cross tested 

  • Defined benefit

  • SEP

  • SIMPLE-IRA

  • SIMPLE 401(k)

Please contact us for more information.

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Taylor Pension Administration, LLC
PO Box 1320
Coupeville, WA 98239-9378
360-678-9378
1-877-678-9378
Fax 360-678-0808
E-mail admin@taylorpension.com


 


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