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Bessen Actuarial Services is a full-service third-party administrator (TPA) for tax-qualified retirement plans.  Services include:

  • New plan design and implementation, including legal documents (or existing plan redesign and compliance review), Summary Plan Description
  • Annual contribution calculations, including requesting census and asset data, eligibility screening, nondiscrimination testing
  • Preparation of annual reports, including Form 5500 series, participant benefit statements and notices
  • Participant distribution processing and government reporting
  • Plan document amendment, restatement, termination and IRS submission, as needed.
Bessen Actuarial Services does not sell investment or insurance products, and does not offer investment advice.