Broker Check

How We Work

As an independent pension and 401k consulting firm, Planmark Financial Group, Inc. is a third party qualified plan administrator (TPA). We help our clients with all aspects of their retirement plan ranging from the basics of setting up a plan to specific situations requiring research into current regulatory rules and regulations. We are wholly dedicated to you our clients.

Developing a retirement plan knowledge base takes time. Time that you don’t have. Your time is better spent building your business. Planmark will give your organization a complete analysis of benefit options with a customized and qualified retirement plan designed to meet your specific needs. We sift through complex and ever-changing regulations to provide you with the information and tools you need to be in compliance. We ensure that all aspects of your plan administration, compliance, and reporting are handled accurately so you can concentrate on what you do best – growing your business.

The financial world becomes more complex with each passing year, and the retirement services industry even more so. With the regulatory focus on ERISA fiduciary standards, third party administrators must become consultants, not order takers. Our extensive experience in the TPA arena gives our clients the confidence they need to be sure their plan is compliant with all appropriate legislative, filing, and notification requirements.

Planmark’s Corporate Retirement Consulting Services include:

  • Initial Plan Design
  • Preparation of Plan Documents
  • Determination of Eligibility
  • Ongoing plan administration, including compliance testing
  • Contribution calculation and allocation
  • Vesting calculations
  • Maximum Participant Loan Calculations
  • Preparation of Required IRS filings (Forms 5500)
  • Experienced in Employee Plans Compliance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (770) 410-4088