Contact us to learn more about how Ohio Pension Services can help you with your plan administration needs.

Defined Contribution Plan Administration and Services

Full service for every type of D.C. plan

  • 401(k)
  • Profit Sharing
  • Cross-Tested/Age-Weighted
  • Money Purchase
  • Target Benefit

Plan Document Services

  • Plan Document Preparation
  • Plan Amendments
  • Summary Plan Descriptions
  • IRS Determination Letters

Keeping Employees Informed

  • Individual Account/Benefit Statements
  • Vesting Calculations
  • Summary Annual Reports

Meeting Employer Needs

  • Plan Contribution Calculations
  • Full Compliance Testing & Reports
  • Participant Eligibility

Compliance Testing

  • 401(k)/401(m) Testing
  • 402(g) Deferral Limits
  • 415 Annual Addition Limits
  • 404 Deductible Limit
  • 416 Top-Heavy Status
  • 410(b) Minimum Coverage Requirement
  • Age 70-½ Minimum Required Distributions

Government Reports

  • IRS Form 5500 and Schedules
  • SSA Reports


  • Loans & Hardship Withdrawls
  • Separation from Employment Distributions
  • Lump Sum/Annuity Calculations
  • 1099-R IRS Distributions Reports
  • Qualified Domestic Relations Orders

Plan Termination Services

When your plan is no longer needed.

Plan Administration

Full service for every type of defined contribution plan

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Compliance Testing

All required compliance testing and government filings

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Document Services

Preparation, Amendments, Summary...

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