Going-Beyond Checklist
THE FOLLOWING SERVICES, which are typically offered at additional cost by other pension plan administrators, are provided at no extra cost by CCG Pensions:
- Free ERISA Due Diligence Audit
- Annual Top-heavy and Compliance Testing
- Signature-ready IRS Form 5500
- Payroll allocations in excess of 12 per year
- Employer profit-sharing calculations
- Annual loan maintenance
- Multiple vesting schedules
- Comprehensive enrollment support
Checklist of Key Service Features
With CCG Pensions as your pension plan consultant and administrator, here’s a partial checklist of just some of the features you will experience as part of our comprehensive services:
Plan Sponsors:
- Immediate response to all email and telephone communications
- Quarterly participation information and plan-level reporting
- Program specifics and provisions, administrative guidelines, forms and documents.
Plan Participants:
- Account balances and share prices
- Ability to select investments and transfer funds
- Status of loans, withdrawals and vesting
- Educational material and retirement savings worksheets
With CCG Pensions as both your plan consultant and plan administrator, you have available our unrivalled two component structure that ensures full accountability and that has stood the test of time—serving our clients successfully for nearly four decades.
