Retirement Plan Solutions Tailored for You & Your Organization.
Top-notch consulting, plan design & strategies, reliable plan administration & compliance.
2024 Retirement Plan Limits
I’m an employer.
- Deciding whether to offer a retirement plan benefit to your employees?
- Looking for retirement plans that will allow you to save even more?
I’m an advisor.
- Request a proposal.
- Link to Recordkeepers Partner sites
- Secure & Cares Act
- ERISA Compliance Deadlines & Reporting Dates
I’m an employee.
- Link to website for your employer’s retirement plan.
- Retirement Saver’s Credit
I’d like to learn more about your services.
Retirement plans can be complex. Our team is committed to provide you with expert administration, compliance & consulting services.
Our Services
PIP offers customized solutions and delivers first-class service to corporations, small businesses, sole proprietors & non-profits.
Retirement
Plans
Retirement Plan Administration
Specialized
Services
News & Resources
For helpful information on the latest Department of Labor rules & regulations, start-up plan tax credits, a year-end planning guide, annual contribution limits, etc.
Compliance Testing & Deadlines, Does My Plan Need an Audit? and Long-Term Part-Time Employee Rules
Read More
2024 Retirement Plan Limits
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Plan Sponsor & Advisor Guide to Cybersecurity
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Why Plan Integrity Partners?
We collaborate with you and your advisors.
We work closely with your financial advisor and CPA, who play essential roles in your retirement plan’s success. From start to finish, we need to understand your organization’s employee demographics, financial resources, business goals & tax objectives.
We will be “all ears”.
Our team listens to understand your desired outcomes, and we strive to think creatively to offer retirement plan solutions that meet or even exceed your expectations.
We help customize your retirement plan.
Your plan should be designed so that it fits your company’s unique needs and aligns with your organization’s goals.
We take compliance seriously.
It is our job to keep current with ever-changing IRS & DOL rules and regulations. We will proactively reach out to you to help make any necessary changes to keep your plan in compliance.
Plan administration is our core business.
In addition to standard plan administration tasks such as tracking contributions, reconciliation of all plan assets, completing required compliance tests, and filing 5500s, our team is here to help your staff administer your plan in an efficient and time-saving manner.
We offer many additional services such as: Payroll withholding – contribution and loan payment submittal processing, coordinating & assisting with preparation for large plan audits, plan enrollment & education, conversion support services, and many others. Let us know how we can help optimize your and your employee’s time!