KTrade > What We Do > Administration

Administration

KTRADE’s Plan Administration

When you work with KTRADE, your retirement plan administration is provided by a local third party pension administration firm, or TPA, that is an Alliance Member of KTRADE. KTRADE has Alliance Member TPAs located throughout the United States.

Our local TPA will work directly with you, assisting with the following:

PLAN DESIGN & CONSULTING

Evaluate plan objectives and develop a customized and proper plan design
Analyze legislation affecting plan design and operation
Plan document drafting/compliance
Determination letter requests

ADMINISTRATION & COMPLIANCE SERVICES

ERISA/Internal Revenue code compliance
Non-discrimination testing
Valuation reports
IRS Form 5500 filings
Reconciliation of trust assets

COMMUNICATION SERVICES

Assist client and financial advisor with enrollment meetings
Enrollment material preparation
Assist client and financial advisor with ongoing participant education
Participate in annual plan review meetings

ACTUARIAL SERVICES

Actuarial valuations
IRS Form 5500 Schedule B Certification
PBGC Form 1 Schedule A Certification
Retirement benefit projections