Plan Design and Consulting
We’re PERA Administrators.
We specialize in designing retirement plans for the public sector, including schools, local and state government agencies, and other nonprofit organizations.
Designing your plan
Our team of retirement professionals offer:
Tailored-to-fit
retirement plans
Once we understand your goals, we’ll design a plan to meet your specific and unique needs and goals.
Open-architecture
options
This kind of platform underscores our commitment to choice: all registered mutual funds and many of the Insurance Companies are available to plan participants.
IRS-approved
plan documents
After completion of your plan’s design, we submit the required documents, which outline the plan’s eligibility requirements, contribution formulas, and other plan rules and options.
Provide universal
availability notices
All employees will receive timely notices pertinent to plan activities.
Transaction
Compliance Approvals
We monitor and manage all money-in and money-out requests to ensure compliance, security, accuracy, and timeliness.
Charter for
plan committee
This document informs your plan committee of the plan’s intentions, philosophy, and milestones to ensure a successful outcome.
It’s your retirement.
You have choices.
Consultation Services
