c5 Pension Administratorsprofessionally credentialed Third Party Administrator
c5 Pension Administrators, Inc. (c5PA) is a wholly owned subsidiary of c5 Wealth Management, LLC. Formerly PCL Administrators, Inc., c5PA has been in business over 30 years and our professionally credentialed staff bring over 100 years of collective pension knowledge to serve the needs of our clients. Customer service is alive and well at c5PA. We are committed to providing our clients with the utmost in responsiveness, innovative solutions and sound advice.
With particular expertise in the areas of New Comparability (i.e. cross-tested plans), Safe Harbor plan designs and Cash Balance Plans, we stand ready to craft a retirement plan to meet your needs. We employ a "best in breed" strategy whereby our clients receive a seamless, integrated platform with the best providers in the industry. Our parent company, c5 Wealth Management, LLC, is one of the top independent registered investment advisory firms in the nation.
Whether yours is a new plan, a redesign of an existing plan or a takeover of an existing plan, c5PA will work with all service providers to ensure a smooth implementation. Your plan will be serviced by pension professionals using the latest in technology and software.
• Flexible Plan Design Based on Plan Sponsor Needs
• "What If" Scenarios for Contribution Allocation Analysis
• Compliance Testing and Administration
• Participant Recordkeeping
• Preparation of Annual IRS Form 5500
• Customizable Participant Education
• 100% Fee Disclosure
• Trust Asset Reconciliation
• Custom Plan Documents
• Compliance Audits
• Qualified Fiduciary Advisors through c5 Wealth Management to Limit Fiduciary Risk
Call us today at (703) 759-9663 to discuss your situation or to arrange a complimentary consultation. We look forward to being of service.