Third Party Administration for Qualified Plans
Tanglewood Pension is an independent Third-Party Administrator specializing exclusively in qualified retirement plan administration. With offices in Fort Myers and Stuart, Florida, we focus solely on administering plans with accuracy, consistency, and compliance.
We do not manage plan assets or provide investment recommendations. Instead, we work closely with trusted plan professionals—including CPAs, financial planners, and brokerage firms—who provide investment guidance to clients.
Services
Plan Administration & Compliance
Administration and ongoing compliance support for:
Profit Sharing Plans
401(k) Plans
Defined Benefit Plans
Cash Balance Plans
We ensure your plan operates efficiently and remains compliant with current regulations.
Plan Document Preparation
Complete preparation of plan documents during the initial setup process, ensuring your plan is properly structured from day one.
Non-Discrimination Testing
We perform required testing for plans with employees to ensure fairness and compliance with IRS regulations.
(Testing is not required for one-participant plans.)
Form 5500 Preparation
Preparation and filing of Form 5500, including all required schedules, ensuring accurate reporting to the IRS and Department of Labor.
Regulatory Updates & Amendments
Ongoing updates to plan documents as laws and regulations change, including required amendments to keep your plan fully compliant.
Plan Design Consulting
We work directly with plan sponsors and their advisors to develop plan designs that align with business goals and compliance requirements.
Compliance Corrections
Guidance and implementation support for correcting plans that fall out of compliance, including navigating IRS and DOL correction programs.
