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Skip to content No results * Employers * Advisors * Employees * Services * 401k Plans * Individual 401k * 403b Plans * Employee Stock Ownership Plans (ESOP) * Cash Balance Plans * Retirement Plan Consulting * Retirement Plan Strategy & Design * Retirement Plan Administration * Compliance Restoration * Audit Support (IRS Audits or DOL Audits) * Specialized Services * About Secure File Upload | Plan Sponsor Link Contact Us Secure File Upload | Plan Sponsor Link * Employers * Advisors * Employees * Services * 401k Plans * Individual 401k * 403b Plans * Employee Stock Ownership Plans (ESOP) * Cash Balance Plans * Retirement Plan Consulting * Retirement Plan Strategy & Design * Retirement Plan Administration * Compliance Restoration * Audit Support (IRS Audits or DOL Audits) * Specialized Services * About Search Contact Us Menu RETIREMENT PLAN SOLUTIONS TAILORED FOR YOU & YOUR ORGANIZATION. Top-notch consulting, plan design & strategies, reliable plan administration & compliance. View Our Services 2023 MAXIMUM BENEFIT & CONTRIBUTION LIMITS WHAT CAN WE HELP YOU WITH TODAY? Please choose the appropriate link within this section or give us a call at 888-479-0092 for assistance. I’M AN EMPLOYER. * Deciding whether to offer a retirement plan benefit to your employees? * Looking for retirement plans that will allow you to save even more? View Employer Services I’M AN ADVISOR. * Request a proposal. * Link to Recordkeepers Partner sites * Secure & Cares Act * ERISA Compliance Deadlines & Reporting Dates View Advisor Resources I’M AN EMPLOYEE. * Link to website for your employer’s retirement plan. * Retirement Saver’s Credit View Employee Resources I’D LIKE TO LEARN MORE ABOUT YOUR SERVICES. Retirement plans can be complex. Our team is committed to provide you with expert administration, compliance & consulting services. View Our Services OUR SERVICES PIP offers customized solutions and delivers first-class service to corporations, small businesses, sole proprietors & non-profits. RETIREMENT PLANS * 401k Plans * Individual 401k * 403b Plans * Employee Stock Ownership Plans (ESOPs) * Cash Balance Plans RETIREMENT PLAN ADMINISTRATION * Retirement Plan Consulting * Retirement Plan Strategy & Design * Retirement Plan Administration * Compliance Restoration * Audit Support (IRS Audits or DOL Audits) SPECIALIZED SERVICES * Enrollment & Education * Fee Benchmarking * Conversion Support Services * Vendor Search NEWS & RESOURCES For helpful information on the latest Department of Labor rules & regulations, start-up plan tax credits, a year-end planning guide, annual contribution limits, etc. MAXIMUM BENEFIT AND CONTRIBUTION LIMITS TABLE 2023 Read More PLAN SPONSOR & ADVISOR GUIDE TO CYBERSECURITY Read More WINTER NEWSLETTER-SECURE 2.0 IS A GO Read More WHY PLAN INTEGRITY PARTNERS? Learn More About Us WE COLLABORATE WITH YOU AND YOUR ADVISORS. We work closely with your financial advisor and CPA, who play essential roles in your retirement plan’s success. From start to finish, we need to understand your organization’s employee demographics, financial resources, business goals & tax objectives. WE WILL BE “ALL EARS”. Our team listens to understand your desired outcomes, and we strive to think creatively to offer retirement plan solutions that meet or even exceed your expectations. WE HELP CUSTOMIZE YOUR RETIREMENT PLAN. Your plan should be designed so that it fits your company’s unique needs and aligns with your organization’s goals. WE TAKE COMPLIANCE SERIOUSLY. It is our job to keep current with ever-changing IRS & DOL rules and regulations. We will proactively reach out to you to help make any necessary changes to keep your plan in compliance. PLAN ADMINISTRATION IS OUR CORE BUSINESS. In addition to standard plan administration tasks such as tracking contributions, reconciliation of all plan assets, completing required compliance tests, and filing 5500s, our team is here to help your staff administer your plan in an efficient and time-saving manner. We offer many additional services such as: Payroll withholding – contribution and loan payment submittal processing, coordinating & assisting with preparation for large plan audits, plan enrollment & education, conversion support services, and many others. Let us know how we can help optimize your and your employee’s time! CONTACT US Please call us Toll Free at 888-479-0092 or send us a note today. Name Email Message Email This field is for validation purposes and should be left unchanged. NEED HELP FINDING WHAT YOU’RE LOOKING FOR? SELECT YOUR ROLE TO GET STARTED. * Employers * Advisors * Employees QUICK LINKS * Employers * Advisors * Employees * Recordkeeper Access * Plan Sponsor Link * Secure File Upload Retirement plans can be complex. Our team is committed to providing you with expert administration, compliance, and consulting services. Toll-Free: 888-479-0092 VT local: 802-479-0092 Physical address: 50 Lakeside Avenue, H5 Burlington, Vermont 05401 Email address : info@staging.planintegrity.bytesco.site Copyright © 2023 Plan Integrity Partners – Website Design by Bytes.co Privacy Policy Notifications