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| The Paragon Alliance Group provides Third Party Administration and benefits consultation to all types of businesses, as well as tax-exempt organizations. We guide our clients through the complex maze of rules and regulations necessary to keep their qualified retirement and Section 125 plans in compliance with all federal laws, the Internal Revenue Code and Department of Labor regulations. |
Our core services fall into the following categories:
- Plan Design, Set-up, and Document Production – Our expertise in this area will result in the plan design that works best for your company and its employees regardless of its complexity.
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Click here to download a SAMPLE PLAN in PDF format
* Requires Adobe Acrobat Reader. Click here to download.
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- Employee Communication
- Initial First-Year Conversion Services – We are an industry leader in conversion turn around time. We work directly with your current providers allowing you to continue to perform your other duties within the organization.
- Administration, Reporting and Testing Services – We meet 100% of all reporting deadlines when provided with timely and accurate census information. Also, all work is peer reviewed before it is sent out.
A client’s location is not a detriment to the provision of our services. In fact, we currently have clients in 16 states.
Types of plans that we service:
- Section 401(k), Section 403(b) and Section 457 plans
- Profit Sharing plans -includes safe harbor and cross tested/new comp plans
- Money Purchase Pension plans
- Prevailing Wage plans
- Section 125 plan design and administration (POP, CAF)
Other services available:
These services can be provided through formal alliances established where pertinent information is shared, resulting in less effort on the Plan Sponsor’s behalf.
• ERISA bonding solutions
• Retirement Plan Audits - Detweiler & Hershey (www.detweilerhershey.com)
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