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PyraStar's Compliance Services are designed to provide important Testing, Reporting, and Compliance services for plans with assets managed by Investment or Insurance companies, such as 401(k) and other types of Deferred Compensation Plans.  Generally, services such as Participant Record-keeping, Daily Valuations, and Toll Free/Internet Access are readily available and affordable through investment companies, but often it is difficult for them to cost-effectively provide the level of expertise necessary to analyze, test, and monitor the over-all Reporting and Compliance requirements of one or more qualified plans.  

PyraStar Pension Group, Inc. works with your asset manager and advisors to provide timely, accurate, and comprehensive year end analyses to assure that ALL aspects of your plan operations are in compliance with complicated legal requirements. 

A single, affordable Annual Base Fee for each type of plan includes  "Compliance" services:

  • Comprehensive Year End Analyses, Eligibility Determinations, Testing, and recommendations for compliance remedies for all legal limitations as applicable

  • Aggregate Limits Testing under IRC Sec. 404 and 415, integrated with all other plans and plan specific restrictions

  • ADP/ACP Discrimination Testing, OR

  • Calculation of Minimum Safe Harbor contributions.

  • Monitor Investment returns, portfolio diversification, and fee disclosures

  • Monitor for 404(c) compliance (if applicable)

  • Easy and confidential transfer of data & information via electronic files.

  • Prepare signature-ready Form 5500 and all required Schedules

  • Prepare Summary Annual Report and all other participant compliance documents

  • Timely updates and notification regarding legal changes, limits, and compliance

  • Consult with committee on required or recommended changes of the plan documents or plan operations.

  • Consult with committee regarding actual or proposed plan transactions

  • Consult directly with other in-house, third-party representatives, or government agencies to provide comprehensive analyses of corporate objectives

PyraStar Pension Group, Inc. offers comprehensive Third-Party Administration (TPA), Consulting, and Plan Document Maintenance services for ALL types and sizes of retirement plans. Below is a SUMMARY of some of our most commonly used services.  If YOU don't see what you are looking for, please contact us through this website.

Just click on any of the SERVICES to find out MORE!

Types of Plans

General Plan Administration

On-going Consulting Services

Plan Implementation

ESOP

401(k) Plans

403(b) Plans

Plan Document Maintenance

Compliance

Employee Communications

"Know Obligation" ESOP Repurchase Studies

"Know Cost" Benchmarking Cost Analyses

Transfer of Existing Plans

Other Services


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