Plan Sponsor Services
- —Plan installation and administration
- —Quarterly administration services
- —Annual reports and compliance testing
- —ERISA bonding requirements
Independent employee benefit consulting · West Chester, PA
Our Services
Cardinal Pension Group offers Plan Sponsor Services, Compliance Advice, and Consulting for qualified retirement plans.
How We Help
Guidance at every step
Our dedicated staff will guide you through the entire process, regardless of your individual needs. We have the knowledge to design a retirement plan specific to your needs and objectives.
Compliance Advice
We assist our clients in the design of a retirement plan that meets their needs, draft the plan, help with enrollment, provide ongoing administrative services and handle all required compliance testing and government filings.
Consulting Experience
We work with all types of defined contribution and defined benefit plans. Our staff includes actuaries and administrators with extensive experience.
Guidance and Direction
Our knowledge includes plans of all types, sizes, and situations from simple to the complex. Our staff consists of members of the American Society of Pension Professionals & Actuaries and the Conference of Consulting Actuaries.
What We Do
Core Services
Plan Design & Consulting
Assists employers in crafting qualified retirement plans tailored to specific business needs.
Administration & Recordkeeping
Provides ongoing plan administration, enrollment assistance, and recordkeeping.
Compliance & Filings
Handles non-discrimination testing, government compliance reporting, and plan document drafting.
Actuarial Services
Employs credentialed actuaries, including members of the American Society of Pension Professionals & Actuaries and the Conference of Consulting Actuaries.
Plan Support
Expert support for your plan
We have experts in the field who offer plan support including the following:
- Design
- 5500 Preparation (Tax Reporting)
- Installation
- Participant Loans
- Compliance
- Participant Terminations
- IRS Submissions
- Annual Review/Audit/Valuations
- Plan Terminations
- Pre-Approved Plan Documents
Plans We Work With
Defined contribution and defined benefit plans of all types, sizes, and situations.
- 401(k)
- Profit Sharing
- Safe Harbor
- Solo 401(k)
- 403(b)
- 457(b)
- Cash Balance
- Defined Benefit
Let’s talk about your plan
We have the knowledge to design a retirement plan specific to your needs and objectives.