About

Cardinal Pension Group provides concise plan reports. We continue to maintain a reputation of timely and accurate plan administration. We assist our clients in the design of a retirement plan that meets their needs, draft the plan, help with enrollment, provide ongoing record keeping services and handle all required compliance testing and government filings. We work with all types of defined contribution plans including defined contribution pension and profit sharing, and 401(k) plans.

The staff of Cardinal Pension Group includes actuaries, attorneys and administrators with many years of experience in all facets of employee benefits. Our knowledge includes plans of all types, sizes, and situations from simple to the complex. Our staff consists of members of the American Society of Pension Actuaries with credentials including MSPA, QKA and QPA.

Our Services

Cardinal Pension Group offers Plan Sponsor Services, Compliance Advice, and Consulting. Our dedicated staff will guide you through the entire process, regardless of your individual needs. We have the knowledge to design a retirement plan specific to your needs and objectives.

Plan Sponsor Services

Plan Installation and Administration Services, Quarterly Administration Services, Annual Reports and Compliance Testing, Internet and Toll Free Information Line, ERISA Bonding Requirements, Fiduciary Liability Insurance

Compliance Advice

We assist our clients in the design of a retirement plan that meets their needs, draft the plan, help with enrollment, provide ongoing record keeping services and handle all required compliance testing and government filings.

Consulting Experience

We work with all types of defined contribution plans including defined contribution pension and profit sharing, and 401(k) plans. Our staff includes actuaries, attorneys and administrators with many years of experience.

Guidance and Direction

Our knowledge includes plans of all types, sizes, and situations from simple to the complex. Our staff consists of members of the American Society of Pension Actuaries with credentials including MSPA, QKA and QPA.

Plan Limits

benefit-table