Millennium Pension Services, Inc. - Tax Qualified Benefit Consultants & Third Party Administrators
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Contact Us

Sierra Madre, CA
52 W. Sierra Madre Blvd.
Sierra Madre, CA 91024
tara@mpssm.com 

Pasadena, CA
445 N. Rosemead Blvd.
Pasadena, CA 91107
kelly@mpssm.com

phone: (888) 355-3039
fax: (626) 355-3713

Professional Memberships

ASPPA Member

NIPA - National Institute of Pension Administrators

ProVisors
Employee Benefits Association of Los Angeles 
Better Business Bureau 
Fiduciary Roundtable of San Gabriel Valley 
Sierra Madre Chamber of Commerce
Pasadena Chamber of Commerce







 

Our Services

Your organization's tax and business benefits are of first consideration in designing your retirement plan(s). Discussions of specific business needs, budget restraints, and required benefit provisions are prioritized when customizing your new plan or amending your existing plan. The following steps are taken in designing a Qualified Plan:

  • Examination of your business' employee and fiscal history, specific management objectives desired, incorporated policies required of each employee in the plan, rank and file employee turnover, and projected employment status which might impact the plan.
  • Analysis of complete present employee census information, including historical data which might determine more positive benefit potential
  • Free proposals and unlimited illustrations based on benefits you would like to see for your organization.
  • Explanation of eligibility requirements, government required compliance tests, benefit formulas, distributions, vesting, and retirement dates.

Once your trust account and plan is effective, Millennium offers expert annual administration of your plan and will be sure to obtain your desired level of contribution per year based on your organization's annual census and financial information. Annual administration functions include:

  • Review of census information and trust reconciliation
  • Government compliance tests including 402(g) limit, 410(b) coverage, 416 top-heavy determination, 401(a)(4) discrimination, 401(a)(26) plan benefit, 415(c) maximum contribution, 404 deduction amounts, catch-up contribution, and ADP tests
  • Coordination with plan auditors
  • Preparation of IRS Form 5500 and required schedules

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