Description
To represent and deliver superior customer service. MG PENSION SERVICES (Sole Proprietorship) March, 2010 to Present Service a small book of business from home office. Primary functions included the request, cordial follow-up and gathering of census data and determining eligibility in accordance with plan provisions and objectives. Restate and amend documents when necessary and required. Collect and reconcile brokerage statements, whether self-directed or pooled trust fund assets. Annual investment gains/losses are further allocated among specific sources employer discretionary, safe-harbor, 401 (k), match accounts, etc. in accordance with the terms of plan document. Produce coherent valuation reports summarizing annual account activity. Insure compliance via various IRS Code sections' discrimination tests. Available to respond to questions via phone call or email. Produce timely and comprehensive responses in order to guide and maintain client. Frequently meet with client and/or CPA to further maintain relationship. Complete Forms 5500's on a timely and accurate basis for E-filing by client on an annual basis. Advertise MG Pension Services through cordial networking.
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