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Our Experience Can Benefit Your Business

Once the design phase of qualified retirement planning is completed, you must find a qualified professional organization with pension expertise to administer the plan. National Retirement Plan Advisors provides complete administration services for the variety of plan types we design.

Our specialists begin the implementation process by ensuring that your plan complies with all IRS requirements. Our administrative services cover the entire spectrum of retirement plan administration from plan inception to termination, including:

Plan Design. Plan specifications are customized to meet your objectives.

Plan Documents. We provide all plan documents. Once our prototype documents have been adopted, the IRS approval process is simpler and less expensive.

Plan Specimen Language. We provide your attorney with specimen language for each of our customized plans.

Initial IRS Filing. We prepare all the forms required by the IRS and get them ready for your signature. This step helps ensure that their plan meets all reporting requirements.

Disclosure Requirements. We prepare a Summary Plan Description and Summary of Material Modification (if applicable), as well as ensure that these documents remain current through future updates.

Annual Government Reports. We complete all the required forms and make them signature ready. We can also provide actuarial certifications for defined benefit plans.

Annual Service Review. We provide a complete annual review, updating account balances, employee benefit statements and plan documents. One of our biggest strengths is our timely knowledge of changing regulations, allowing us to make sure your plan is kept up-to-date.

A fee schedule that includes the plan specimen language, any amendments to the documents required by law and qualified plan-filing forms required by the IRS. Unlike many third-party administrators, we do not charge an extra fee for the preparation of these requirements.

Step-by-Step instructions on how to distribute all the materials in the installation kit, including annual valuations and employee benefit statements.

This information is not intended as tax or legal advice. Please consult with your attorney or accountant prior to acting upon any of the information contained in this correspondence.


One National Life Drive, Montpelier, Vermont 05604, Telephone: 800-536-5934