Plan Sponsor Services
- —Plan installation and administration
- —Quarterly administration services
- —Annual reports and compliance testing
- —ERISA bonding requirements
Independent employee benefit consulting · West Chester, PA
Administrative · Actuarial · Consulting
Retirement plans,
expertly navigated.
Cardinal Pension Group is an independent employee benefit consulting firm that provides administrative, actuarial, and consulting services for qualified retirement plans.
ASPPA
Members of the American Society of Pension Professionals & Actuaries
MSEA · QKA · QPA · FCA · QKC
Professional credentials held by our staff
DC & DB Plans
Defined contribution and defined benefit plans
Independent
Objective advice, timely and accurate administration
Plan Types
- 401(k)
- Profit Sharing
- Safe Harbor
- Solo 401(k)
- 403(b)
- 457(b)
- Cash Balance
- Defined Benefit
401(k), Profit Sharing, Pension
Guiding Your Retirement Plan
Your retirement goals and savings need guidance now more than ever. We are committed to working with you and your advisors (Attorney, Accountant, Financial Planner) to make sure that your retirement plan is doing all it can do for you and your employees.
Plan support we offer
Cardinal Pension Group, Inc. would be pleased to be the source for your pension plan services. We have experts in the field who offer plan support including the following:
- Design
- 5500 Preparation (Tax Reporting)
- Installation
- Participant Loans
- Compliance
- Participant Terminations
- IRS Submissions
- Annual Review/Audit/Valuations
- Plan Terminations
- Pre-Approved Plan Documents
If you are a corporate officer, human resource manager, attorney, accountant or financial planner, you need to know about us.
Our Services
Guidance at every step
Cardinal Pension Group offers Plan Sponsor Services, Compliance Advice, and Consulting. Our dedicated staff will guide you through the entire process, regardless of your individual needs.
Compliance Advice
We assist our clients in the design of a retirement plan that meets their needs, draft the plan, help with enrollment, provide ongoing administrative services and handle all required compliance testing and government filings.
Consulting Experience
We work with all types of defined contribution and defined benefit plans. Our staff includes actuaries and administrators with extensive experience.
Guidance and Direction
Our knowledge includes plans of all types, sizes, and situations from simple to the complex. Our staff consists of members of the American Society of Pension Professionals & Actuaries and the Conference of Consulting Actuaries.
What We Do
Core Services
Four disciplines under one roof, from the first plan design conversation to the final government filing.
Plan Design & Consulting
Assists employers in crafting qualified retirement plans tailored to specific business needs.
Administration & Recordkeeping
Provides ongoing plan administration, enrollment assistance, and recordkeeping.
Compliance & Filings
Handles non-discrimination testing, government compliance reporting, and plan document drafting.
Actuarial Services
Employs credentialed actuaries, including members of the American Society of Pension Professionals & Actuaries and the Conference of Consulting Actuaries.
Contact
Let’s talk about your plan
We have the knowledge to design a retirement plan specific to your needs and objectives.
- Office
- 610-696-8144
- Fax
- 484-427-2830
- P.O. Box 5268
West Chester, PA 19380