Planned Retirement Consultants & Administrators, Inc.
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Welcome to our website

For over 35 years our professionals have provided companies with recordkeeping, administration and actuarial services for their retirement plans. Planned Retirement Consultants & Administrators, Inc. provides services to approximately 1,000 clients ranging in size from one to over a thousand employees. We are proud of our reputation for providing efficient, accurate and affordable services NJBiz has ranked us as one of the “Top Defined Contribution Plan Administrators” in New Jerseyto our clients.

We are proud to announce that NJBiz has ranked us as one of the “Top Defined Contribution Plan Administrators” in New Jersey!

Planned Retirement Consultants & Administrators, Inc. specializes in:

  • Plan Design & Implementation
  • Plan Amendments
  • Plan Terminations
  • Administration of:
    • 401k Plans
    • Cash Balance Plans
    • Defined Benefit Plans
    • Profit Sharing Plans
    • 403b Plans

Depending on the type of plan you have, Planned Retirement Consultants & Administrators, Inc. provides the following list of services for annual administration:

  • Preparation of IRS Form 5500-SF or Form 5500 with Schedules
  • Annual Plan Valuation Report
  • Summary Annual Report
  • Allocation of employer/employee contributions
  • Allocation of earnings
  • Allocation of forfeitures
  • Individual participant statements
  • ADP/ACP Anti-Discrimination Testing
  • Consultative services for the plan year
  • Cash Balance and Defined Benefit specific services
    • Preparation of Internal Revenue Service Form 5500-Schedule SB
    • Calculation of annual cost for the plan
    • Accounting for minimum funding standard account
    • Adjusted Funding Target Attainment Percentage Certification
    • Preparation of PBGC Comprehensive Filing, if applicable

Please explore our website to learn more about our company and the services we have to offer. You’ll see from our qualifications that we are equipped to handle all of your needs.

Don’t forget to visit our online newsletter library which is a comprehensive resource for qualified retirement plan information. A new newsletter is added to the library every other month keeping you abreast of the legislative and administrative issues. Please bookmark our site and visit us again soon.

 
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Contact Us

555 Goffle Road, Suite 200
P. O. Box 5126
Ridgewood, NJ 07451-5126
Phone: 201.447.6010
Fax: 201.447.0913

info@planned-retirement.com



Our Affiliations

ASPPA Member

NIPA - National Institute of Pension Administrators










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