PLANS DESIGNED TO MEET YOUR GOALS

At Panagiotu Pension Advisors (PPA), we handle the legal, accounting and compliance functions for Qualified Retirement Plans.  We ensure that your Plan meets all of the regulatory requirements set forth by the Internal Revenue Service and the Department of Labor, as well as make sure that every dollar invested in the Plan is reported and accounted for.  In other words, we count the beans...you grow them!

One size does not fit all!  Customization is the key to successful retirement plan administration.  PPA will work with you to design a plan that fits your specific situation and your company's individual business objectives.  For example, many plans have a loan feature or hardship provision, while others allow for complete self-direction of investments within the plan.  Whatever your specific goals or intentions, PPA is there to make sure that the Plan works for sponsors and participants alike.

PPA provides a full range of plan administration and advisor services for all types of retirement plans including:

  • 401(k) Plans
  • Profit Sharing Plans
  • 403(b) and 457 Plans for nonprofit and government organizations
  • Non-Qualified Deferred Compensation Plans
  • Cash Balance Plans 
  • Employee Stock Ownership Plans (ESOP)
  • Trustee Services
  • Business Consulting