Planning for the future shouldn’t involve call center headaches or confusing processes. At PES, we offer hands-on 401(k) administration with personal service and a dedicated team. Clients and employees work directly with our retirement specialists so questions are answered quickly, accurately, and with care.
We handle the day-to-day tasks of plan administration while supporting your employees with education, enrollment, and personalized guidance to help them prepare for retirement with confidence.
Personal Retirement Team Support with Direct Access
Employee eligibility tracking
& automatic eligibility notifications
401(k) enrollment & contribution change processing
Payroll contribution coordination & limit tracking
Distribution request review & approval
Fiduciary & liability protection for plan sponsors
Preparation & filing of Form 5500
PES handles all aspects of audit & testing processes
We help employees make informed decisions with in-person and virtual support. Whether through group sessions or one-on-one meetings, our team offers education and advice that goes beyond enrollment.
- Group education meetings and plan walkthroughs
- Individual retirement planning sessions
- Contribution strategy and investment guidance
- Ongoing access to retirement specialists
At PES, we simplify 401(k) administration and support your team with the long-term planning they deserve. Contact us to learn how we can enhance your retirement benefit offering.
