META PENSION ADMINISTRATORS’ SERVICES A FULL RANGE OF RETIREMENT PLANS:

Preparation of interim and annual valuation reports

Partner with numerous recordkeeping solutions including daily valuation, balance forward and trust accounting
Benefit statement

Calculation of employer contribution

Consultation on corrective processing

Loan administration

Calculation of vested and forfeited benefits

Distribution/rollover assistance

ERISA compliance

Non discrimination testing

Reporting and disclosure reports including the IRS form 5500

Business owners and executives look to Meta Pension Consultants for guidance on an array of topics well beyond the sphere of conventional advisory services. Pension consulting entails advice about the structure, management, implementation, and supervision of company-sponsored retirement programs.

Our consultants help ensure your company’s programs are compliant, equitable and sustainable. Companies of every sort trust us with their retirement plans because we’re a leader in every aspect of pension services in Southern California. Meta Pensions’ experts will help you design a strategy for effective and efficient plan management.