Privately owned Third Party Administration Firm in business for over 50 years. Our clients range from a Single Employee Company to National companies with thousands of employees. EPAB services for profit and non-profit organizations.
Estate and Pension Advisory Board (EPAB) handles every aspect of retirement plan design, compliance and administration. Estate and Pension Advisory Board (EPAB) does not sell any investment products or provide investment consultation. Estate and Pension Advisory Board (EPAB) is not affiliated with any financial institution; however, our firm works closely with numerous nationally recognized financial firms and organizations.
EPAB appraises your needs and determines plan objectives. As independent consultants, EPAB provides impartial information so you can reach the best decision for your company and your employees.
EPAB prepares all necessary documentation required by the IRS for tax qualified plans. EPAB also provides certain communication material, such as Summary Plan Description, Safe Harbor notices for participants.
EPAB provides annual valuation reports, Compliance testing, preparation of government reporting and disclosure forms, benefit distribution processing, and communication of pension law Changes.