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Client Services Resources

An advantage of working with PyraStar is the broad scope of our services, expertise, and flexibility. If you need full plan service or just ancillary services, PyraStar provides excellent and affordable plan services under all circumstances.  Some of the reasons you might need PyraStar:

  • Your need for some qualified plan services may vary from year to year or only occasionally arise, and you do not want to be "under contract" for services you may or may not need.

  • Some services that are typically provided through investment platforms or asset managers MAY NOT BE AVAILABLE or may be less than adequate to protect plan fiduciaries of small or  mid-size companies. 

  • PyraStar can also ease the burden of many in-house projects that may be more cost-efficient to outsource.     

Some of PyraStar's ancillary services include:

  • Forms 1099-R for Distributions from qualified retirement plans

  • Forms 1099-R for ESOP Dividends passed through the trust

  • Forms 1099-DIV - Dividends paid by company

  • Forms 1099-INT or 1099-MISC

  • Qualified Domestic Relations Order (QDRO) review / Account Segregation

  • Employee Communication projects or Presentations

  • Participant Account Projections

  • "Know Obligation" Repurchase Liability Studies

  • "Know Costs" Benchmarking Cost Analysis

  • Internet Posting of Reporting or Communication Documents

  • Customized Participant Statements for MULTIPLE plans

  • Pass-through Voting Instructions (e-data transfer)

  • Maintaining Years of Service & Vesting (if not already included in other services

If you do NOT see what you are looking for in this list, please contact us through this website and a PyraStar representative will call you within 24 hours to discuss your plan needs.

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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