Palmer Pension Services, Inc.


Palmer Pension Services, Inc.
4343 Shallowford Road
Suite 320
Marietta, GA 30062
(678) 215-0909 Phone
(678) 215-0999 Fax

2024 Pension Plan
Limits Released
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CARES Act Update
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The function of Palmer Pension Services, Inc. is to offer a wide range of pension administrative services required in order that businesses can take advantage of the benefits available within a qualified retirement plan. We are a Georgia corporation which provides objective and professional services to Employers who currently sponsor or would like to sponsor a qualified retirement plan.

Types of Qualified Retirement Plans

  • 401(k) Plans
  • Money Purchase Pension Plans
  • Age Weighted Plans
  • Cross Tested Plans
  • Profit Sharing Plans
  • Defined Benefit Plans/Cash Balance

Major Administrative Services

  • Approved Prototype Plan Document
  • Preparation of Discretionary Plan Amendments
  • Trust Accounting of All Plan Assets
  • Calculation of Annual Employer Contributions
  • Annual Valuation Reporting
  • Quarterly Valuation Reporting
  • Annual Form 5500 Reporting
  • Participant Distribution Packages
  • Participant Loan Calculations
  • Quarterly Pension Benefit Statement Notices
  • Plan Binder System for Recordkeeping
  • Preparation of Mandatory Amendments
  • Preparation of Participant Loan Program
  • Annual Review of Employee Data Collection
  • Annual Compliance Testing
  • Annual Participant Benefit Statements
  • Quarterly Participant Benefit Statements
  • Summary Annual Report
  • Annual Form 945 and 1099-R Reporting
  • Safe Harbor Notices
  • Annual Participant Fee Disclosures
  • Annual Employee Meeting

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