1.800.783.5149

Oriental Pension Consultants Services

Oriental Pension Consultants (OPC) offers our clients not only 30 years of experience in the business, but also the impressive experience (nearly a century) of our top-notch management team. With expertise in all areas of retirement plans and operations, from recordkeeping to reporting and compliance, our professionals have what it takes to provide you with the solutions you’re looking for.

Let Our Professionals Assist You With:

 

Plan Design and Consulting for IRS and Puerto Rico Qualified Plans

  • 401(k) plans
  • Profit sharing plans
  • Money purchase pension plans
  • Defined benefit pension plans

 

Retirement Plan Administration

  • Compliance testing
  • Loan administration
  • Government forms filings
  • Day-to-day administrative functions
  • Supplemental Administration Support

 

Daily Valuation and Recordkeeping

  • For U.S. plans
  • For Puerto Rico Plans
  • Participant Statements
  • Daily trade execution with mutual fund and insurance partners
  • Daily transaction processing
  • Annual plan activity reporting
  • Preparation of required participant notices and disclosures

 

Plan Setup & Conversion

Our dedicated setup team provides hands-on services to coordinate all aspects of plan setup or conversion. Our services include:

  • Installation paperwork
  • Preparing participant notices
  • Coordinating transfer of assets
  • Contribution submission training
  • Procedures guide and training
  • Coordinating information needed for takeover

Plan Document Services

  • US/IRS qualified plan documents
  • Puerto Rico pre-approved prototype document
  • Mapping of prior plan provisions
  • Submission to government agency (determination letter request)
  • Summary Plan Description (Spanish also available)
  • Forms and Policies included
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