PENSERVCO Live Chat Support
Welcome to PENSERVCO live chat. Our sales and administrative personnel are available to answer any questions you may have regarding our services. We offer specialized support to Brokers, CPAs, Attorneys and Employers. You can also use our live chat service to schedule an interactive web-based video conference to discuss 401(k) and other retirement plan options.
Referenced below is a general list of the services we provide:
NEW PLAN SERVICES
| Plan Documentation Design and Implementation |
Notice to Interested Parties |
| Master Summary Plan Description |
Initial Plan Set-up of Participants Accounts |
| Corporate Resolutions |
Assistance with Employment Enrollment |
EXISTING PLAN SERVICES
| IRC 401(k) and 401(m) Test Compliance |
Annual Plan Document Review of Compliance and Design |
| IRC 401(b) Test Compliance |
Forfeiture Allocations |
| IRC 415 Benefit Testing and Refund Calculations |
Allocations of Earnings |
| Top-heavy Test Determination |
Participant Eligibility Determination |
| Preparation of Annual Allocation Reports |
Determination of 401(k) Refunds & IRS Forms for Payment |
| Preparation of Summarized Annual Report |
Participant Termination Calculations and Forms |
| Preparation of Employee Benefit Certificates |
Notice to Interested Parties (when applicable) |
| Preparation of IRS Form SS-4 |
Sarbanes-Okley Blackout Notice (when applicable) |
| Calculation of Vested Amounts |
Safe Harbor Notices (when applicable) |
| Preparation of IRS Form 5500 & Support Schedules |
QDIA Notices (when applicable) |
| 70 1/2 Calculations for More than 5% Owners |
Provide Assistance for CPAs and/or IRS Audit Requirements |
| Please note that our live chat support is only available during normal business hours Monday - Friday 8:30 am to 4:30 pm. |
