PATA is a pension TPA (Third Party Administrator) that performs all of the annual duties associated with a retirement plan. PATA works with individuals, financial advisors,CPAs and attorneys assisting in establishing and maintaining pension plans. Using state of the art administration software PATA establishes retirement plans by providing and completing an IRS approved qualified retirement plan document on your behalf. PATA can and will - determine participant eligibility, calculate the annual contribution, reconcile the pension’s investment trust, prepare and file electronically the form 5500 and applicable schedules, generate distribution packages, and complete 1099Rs for terminated participants. In short, PATA will do all of the tedious work associated with running a retirement plan except sell you the assets.
Pension Administration and Trust Accounting was established in the fall of 1983. Originally the pension department of a small financial planning firm, PATA began as the result of a “restructuring”. Never looking back PATA continues to service retirement plans for small closely held professional corporations and successful self-employed individuals.
From the beginning to the present PATA has held on to most of its original clients due to timely personal service. PATA’s source of new clients is through referrals by financial advisors, CPAs, attorneys, the internet or from other satisfied clients.
Thank you for considering PATA for your retirement plan needs. PATA looks forward to establishing and or servicing your pension plan.