812 Huron Road
Caxton Building
Suite 670
Cleveland, Ohio 44115
216.348.8082
216.348.8080 Fax
800.846.9051

 
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Retirement plan administration is a key component to the overall effectiveness of the plan. We create the most effective plan design to meet the objectives of our clients. Our compliance team establishes the plan document to meet the needs of the plan and our qualified administrators ensure that the daily operations of the plan run smoothly and stay in compliance at all times. Our comprehensive administrative services include:
 
  • Single point of contact for all administrative needs
  • All administrative issues pertaining to the plan
  • Maintain historical data for the plan
  • Review census and monitor eligible employees
  • Calculation of vested benefits
  • Allocation of annual profit sharing contribution
  • Safe-Harbor annual calculation
  • Maintain plan document (if applicable)
  • ADP & ACP testing of plan contributions
  • Annual additions, top-heavy and coverage testing
  • Compliance testing
  • Preparation of signature ready Form 5500
  • Preparation of Summary Annual Report
  • Loan administration
  • Distribution processing
 

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Omega Pensions, Inc.   812 Huron Road, Suite 670, Cleveland, Ohio 44115  Phone: 216.348.8082