Qualified Retirement Plans, Rochester, New York, Third Party Administrators

LOGINCompensation Planning CorporationCPC is a ERISA third-party administration firm, specalizing in retirement plan consulting, design and administration.

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We provide consultation support that frees you from research and arms you with knowledge to win business.
Whether you're looking to change service providers or establish a new plan, CPC will partner with you to determine the best option.
Looking for information about your account? Our staff can assist you with a number of things.

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1-585-271-3540

We take the work off your desk!

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About

Who we are

Founded more than 30 years ago, Compensation Planning Corporation (CPC) has worked with hundreds of businesses to select, establish and manage their successful retirement plans. We are a privately-owned third-party pension administration firm.We believe everyone should strive for a million dollar retirement. We do this by helping you create a perfect retirement plan for your company and employees. Our multifaceted approach helps you achieve this through expert consultation; a sophistication plan design and employee education.Through continuous education and participation in a variety of associations, we are up-to-date in understanding the new regulations of full fee transparency and fiduciary responsibility. We offer excellent value at low cost, which means more to your bottom line.
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Services

At CPC, we understand that building a strong future for your business means building a strong future for your employees. In today's business climate, a successful retirement plan sets you apart from your competitors. By reducing your tax bill and attracting and retaining your best employees, the right benefit package can improve the financial health of your business.

Plan Design

Plan Documents

Plan Administration

Employee Services

Whether you're looking to change service providers or establish a new plan, CPC will partner with you to determine the best option. We do a thorough examination of your needs, current retirement program and plan demographics to create a customized plan & service package, including legal forms and disclosures.

Throughout the course of a plan's existence, numerous issues will arise that require changes and amendements to the plan. Some of these will be brought about by legislative changes, while others may arise due to organizational changes - both in ownership structure and organizational objectives. In times like this, you will need our expert advice. Our services include:

• Plan design and review

• Plan amendments and restatements

• Plan merger consultation and document preparation

• Preparation of plan forms and notices

• Updates on legislative and regulatory law changes

Employee's have 24 hour access to their account online or by phone. Some of the services we provide to your employees include:

• Plan enrollment kits

• E-Statements and/or direct mailing of statements

• Loan requests, calculations (electronic requests available)

• Calculations of required distributions (RMDs)

• Termination, in-service and hardship distribution calculations

We create flexible defined contribution plans such as 401(K), 403(b) and profit sharing plans, and even the more complex benefit plans such as defined benefit 401(K)s and cash balance plans. We provide a wide vareity of consulting and administration services:

• Recordkeeping

• Required compliance testing

• Signature-ready government forms such as 5500

• Daily valuation and trading

• Freedom to choose financial products and providers

• Ability to use age-weighted cross tested or new comparability plan

features

• Telephone and internet account access

Allied Professionals

Allied Profesionals

Your advice and our management will make your clients secure. Our staff has years of experience administering defined contribution plans, including 401(k) and new comparability profit sharing plans. We have experience with all types of industries and situations and we put this wealth of experience to work every day. Why work with a Third Party Administrator? The ever-changing retirement plan arena gives rise to many new opportunities for your clients to design a plan that best meets their unique objectives. At CPC, our people are the key to our success. Why is that important? We know how to identify and solve problems and we know how to modify a plan when it makes sense to do so. Designing and administering retirement plans is what we've done since 1980.
Resources

Resources

401(k) Related Sites:

Department of Labor - Employee Benefits Security Administration

SAR Services, Inc.

proNvest, Inc. - Money Management Solutions

Matrix Settlement & Clearance Services, LLC - CPC's preferred daily trading partner

401(k) Help Center.com

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401(k) Calculator:

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General Personal Finance Sites:

money.com

smartmoney.com