United Pension and Professional Consultants (UPPC) was built on a simple idea, Integrity and service, with which we created a solid and viable firm and a belief that hard work and a strong service orientation would be a catalyst for growth.
Our talents and skills lie in the design, administration and testing services of Internal Revenue Code Qualified Group Retirement Plans. Our core management team has combined experience of over 20 years in the qualified retirement plan industry. We understand the everyday issues facing businesses and are familiar with corporate and personal tax planning concepts. The ability to see the "big picture" enables us to design your retirement plan to ensure that it initially meets the organization and employee needs, and that it continues to meet these needs. Being a truly independent third party administration firm (no investment products are sold by UPPC) means our recommendations are in the customers' best interest.
Services Offered
We proudly offer the following services:
Retirement Plans
- Defined Benefit Pension Plans
- 401(k) Plans
- Profit Sharing Plans
- Cross Tested Profit Sharing Plans
- Cash Balance Plans
Compliance
- ADP/ACP Testing
- Non-Discrimination Testing
- Filing of 1099R Forms
- Minimum Required Distributions
- Plan Terminations
Administration Services
- Preparation of Plan Documents
- Summary Plan Descriptions
- IRS Submissions for individualized plan for approval
- Individual Profit Sharing Benefit Statements
- Individual Cash Balance Benefit Statements
- IRS Form 5500 and Related Schedules filing
- Actuarial Valuation and Comprehensive Reports
- Actuarial Certification (Schedule SB)
- Summary Annual Reports
- PBGC Forms filing and Certification