Sunday, July 05, 2020

PMI offers our clients the following services for 401K, 403B, IRA, and several other types of retirement plans:

  • Checks prepared for remittance to your plan administrator.
  • Remittance of census data directly to your plan administrator
  • Transfer of funds directly from payroll to your plan administrator
  • Retirement reporting that details employee and employer contributions

It's your choice: PMI can transfer the data and funds directly to your administrator or you can utilize our retirement reports and prepared checks.

If you are interested in starting a plan or changing plan administrators, PMI can help. Based on your company’s needs, PMI will refer you to one of our preferred providers that will assist you with pricing and information on the plans that you may be interested in.