TAS offers tailored support for specific administrative tasks, ensuring you only pay for the services you require. Whether you need assistance with monthly, quarterly, or annual reports, compliance requirements, or other administrative functions, we’ve got you covered. TAS understands that you may not need all solutions, which is why we offer task-specific solutions as an a la carte option. Rest assured, our team will handle your administrative tasks with precision and expertise, all at a more reasonable rate than your current service providers. Efficient and cost-effective, TAS is your trusted partner in pension plan administration.
- Coordination with plan sponsors
- Q&A support
- Benefit eligibility determination
- All plan participants, retirees, and their beneficiaries
- Governing entities: State, Local, and Federal
- Plan custodial Bank, plan actuaries, investment consultants, auditors, managers, and legal counsel
- Actuarial data generation
- Annual benefit statements
- Benefit payments and adjustments
- Policy and procedure maintenance
- Participant orientation
- Participant status reconciliation
- Historical and current information maintenance
- Benefit forms generation
- Salary history and service verification
- Benefits statement generation
- Contribution and distribution reconciliation
- Taxable and non-taxable benefit determination
- Law changes adjustment
- Monthly, quarterly, or annual reports maintenance
- Contributions, benefits, expenses tracking
- Financial statement reconciliation
- Compliance report compilation
- Meeting agendas and minutes compilation
- Board meeting attendance and presentation
- Calendar of events maintenance
- Legislative changes monitoring