As an independent Third Party Administration (TPA) firm, Benefit Plans Inc. handles a variety of defined contribution and defined benefit plans. Our role is to guide you through all of the options available to your company – and work together with you to determine which choice works best for you and your employees.
Once the appropriate plan has been chosen, we’ll provide a range of services, including:
- Calculating and allocating company contributions
- Year-end discrimination testing
- Annual reporting
- Individual participant statements
- Required IRS filings
- Plan modernization
We’ll also provide all services related to setting up a new plan or moving an existing plan from another provider, including:
- Document Services
- Enrollment and Education Materials
- Transition Services
- Termination Letters
- SOX notice
Benefit Plans Inc. uses Relius Administration, an integrated system of computer software that is fully compliant with IRS regulations.
