Defined Benefit Administration


The Pension Source serves clients with Defined Benefit plans by offering comprehensive actuarial and administration services.

Our support includes:

Traditional Defined Benefit and
Cash Balance plan design and administration

Calculating required employer contributions

Calculating employee eligibility and plan entry, as well as maintaining
participant vested percentage records

Preparing participant benefit statements

Determining eligibility to receive benefit accrual

Distribution processing: calculating distribution amounts; preparing required distribution notices, release forms and IRS Form 1099-R

Working in conjunction with a Certified Actuary to prepare annual reports and certifications

If you’re considering a Defined Benefit plan for your company – or have a plan in place that needs tweaking – let’s talk.

We’re numbers geeks. And our clients think that’s a good thing.