Pelion’s state-of-the-art technology enhances our ability to provide the highest level of service and expertise. Pelion’s integrated services support a full complement of retirement plans. Specializing in expert plan design, administration and consulting for qualified employee benefit plans.

Plan Administration

All Plan Administration Services Include:

Quarterly Administration

  • Monthly employee deferral allocation processing
  • Trust financial statements and income reporting
  • Individual participant benefit statements
  • Loan, withdrawal, and distribution administration
  • Copies of reports sent to interested parties

Annual Reports and Compliance Testing

  • Internal Revenue Service Form 5500 preparation and filing
  • Individual participant benefit statements
  • Discrimination tests as required
  • Plan top-heavy testing and calculations
  • IRC section 415 limitation testing
  • Internal Revenue Service 1099-R Forms

Internet and Toll Free Information Line

  • Internet and toll-free access to account balances
  • Loan information and processing
  • Daily investment switching capability
  • Participant election form modifications daily

Let's Talk

We would be happy to discuss how Pelion can help you.