Meta Pension Consultants, LLC is an independent third-party retirement plan administration company in Brea, CA. Meta Pension has been in the industry for over ten years and provide a comprehensive spectrum in actuarial and retirement benefits consulting services including administration, compliance, plan documentation, design, consulting, and tax form filing.
We have no affiliations with other companies, do not sell or promote a specific product, nor manage money.
The experience and expertise of our staff ensures that plans are administered in a consistent and timely manner and that the plan’s design remains appropriate to the employer’s needs.
The TPA services provided by Meta Pension Consultants include, but are not limited to, the following:
- Customized plan design and installation
- Preparation of plan documents and ongoing legislative/regulatory updates
- Preparation of required employee notifications and disclosures
- Calculation of employer contributions
- Testing to demonstrate satisfaction of IRS Nondiscrimination and Coverage requirements and annual contribution limitations
- Year-end Trust reconciliation and account activity reporting
- Preparation of Form 5500 Annual Return/Report
- Processing of participant distributions and participant loans