Client Services
We tailor our services to meet your specific needs. We work hard to exceed your service expectations. Among the many kinds of plans available to an employer, we offer:
Defined Contribution Plans:
- 401(k)Plans
- Money Purchase Pension Plans
- Profit Sharing Plans
- Employee Stock Ownership Plans
- Age Weighted/Cross-Tested Plans
Defined Benefit Plans
With our staff and other specialists whose expertise we call upon, GF Pension Corp. can provide you with all the services you need, including:
Plan Design & Document Preparation
Customized Employee Handbooks
Plan Installation
Plan Funding
Enrollment Meetings
Annual Review Consultation
Annual Administration
Testing: Discrimination, Coverage, Top-Heavy, 415 Limits
Form 5500 Filings
Plan Amendment or Termination
IRS Audit Assistance
QDRO Review
Retirement Seminars
Daily Valuation Services
- Daily Account Balance Updates
- Toll-Free Voice Response System
- Internet Account Access
- Customized Enrollment Material
- Timely Quarterly Employer Reports
- Participant Statements mailed to homes
Open Architecture Platform
Our partnership with the nation's fastest-growing company in daily valuation solutions for 401(k) and other Qualified Plans allows you to offer your employees the most advanced pension plan technology on the market. In addition to basic Daily Valuation Services, the Open Architecture Platform offers:
- Unlimited investment choices
- Custom designed lifestyle portfolios
- Online enrollment and loan applications
- Easy download of census and payroll data
- Investment in multiple fund families
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