R.J.L. Pension Services, Inc.
We utilize the traditional or balance forward method of accounting, or a state-of-the-art daily valuation method made available through one of the many alliances we have formed with various fund companies. We provide the following range of services and more:
  • Plan Design Illustrations
  • Plan Setup (New or Conversions)
  • Plan Document Drafting + Maintenance
  • Plan Administration
  • Plan Terminations
  • Plan Mergers
  • Plan Consolidations
  • Form 5500 Series Preparation
  • Loan and Distribution Processing (i.e. hardships, terminations, etc.)
  • IRS and DOL Audits
  • Compliance Assistance
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