Pension

Pension Plan Administration

Zenith Administrators offers defined benefit and defined contribution pension plan administration. Our services include:

• Application and inquiry processing
• Production of benefit checks and FTEs
• Tax filings
• Other government required notices and reports
• Annual reports of individual and group statistics
• Assistance preparing plan documents, amendments, and summary plan descriptions
• Detailed work history with contribution reporting
• Annual benefit statements
• Zenith supports a broad range of withdrawal services including trust-to-trust transfers, participant loans, and hardship withdrawals
• Discrimination testing
• 100% quality review of all pension transactions
• Age 70 1/2 search
• Annual death index search
• Annual disability reviews