Pension Administration and Trust Accounting

Timely and complete pension services for retirement plan with less than 100 participants. PATA is a TPA (Third Party pension Administrator) that performs all of the annual duties associated with a retirement plan. PATA will assist you in establishin...

Timely and complete pension services for retirement plan with less than 100 participants. PATA is a TPA (Third Party pension Administrator) that performs all of the annual duties associated with a retirement plan. PATA will assist you in establishing a retirement plan by providing and completing an IRS approved qualified retirement plan document on your behalf. PATA will also determine participant eligibility, calculate the annual contribution, reconcile the pension???s trust, prepare the form 5500 and applicable schedules, generate distribution packages, and complete 1099Rs for terminated participants. In short, PATA will do all of the tedious work associated with running a retirement plan except sell you the assets. PATA sells no product, only services.