PLAN SPONSORS

Welcome to the Innovative Pension Plan Sponsor Portal. Below you will find links and information to allow you to quickly and easily send and view information securely, administer your census Package, submit participant requests such as loans, hardships, distributions and terminations; and pay administrative services fees online.

If you have any questions or issues, please:

Email Customer Service or Call Customer Service at 858-748-6500

General Qualified Plan Information

Local ERISA bond providers that we recommend:

Administrative Forms

Recordkeeper Links

Nationwide
Financial

John Hancock
American Funds
First Mercantile
Verisight
Hartford
American Funds Financial Group

Retirement Plans

5500’s On the Web

As we transition to sending your 5500’s for signature electronically, it’s difficult to provide the traditional “Sign Here” sticky to mark the appropriate spot. Instead, we’ve provided reproductions here, with the proper area for signature highlighted in yellow. Look in the upper left corner of the page you have in hand for the form number you need to reference:

            Hints: Who signs? Generally any corporate officer can sign the 5500, for sole proprietorships it’s usually the proprietor.

            Forms requiring signature: Form 5500EZ

Recommended Auditors

            Nicole Waddell, CPA 556 Steffy Lane Ramona, Ca 92065 (760) 703-8818 Email

           Nicole specializes in Plan Audits for Plan Participant levels under 1000 lives. We have found her services to be responsive and timely and her fees competitive.

“ We have been associated with you for such a long time! You set up my small defined benefit plan back in the mid-1980’s. That was at a time when these plans were more rare, so you saved me some big time taxes over these years in my business. Your personal touch was a great benefit compared to the heavy hand of some insurance administrators.Thank you for your service over the years.” – Charles, CPS ENTERPRISE