Don't do business as usual. Create your own PATH!

Taft-Hartley Plan Administration

Defined Benefit

PATH Administrators provide Defined Benefit (Pension) plan administration which include the following services:

  • 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
  • 100% quality review of all pension transactions
  • Age 70 1/2 search
  • Annual death index search
  • Annual disability reviews
  • Plan recordkeeping and administration
  • Annual Participant Statements
  • Computation and preparation of retirement options
  • Retirement counseling
  • Plan compliance services
  • Preparation of Form 5500 and Pension Benefit Guaranty filings
  • Retirement benefit payment services
  • Participant 1099R tax form generation and IRS Filing
  • Plan recordkeeping and administration
  • Plan document and amendment preparation