PATA Pension Administration and Trust Accounting

The job of a third party pension administrator (TPA) is to ensure that a pension plan plays by the rules outlined in code section 401 of the IRS tax code.   Pension plan sponsors employ the services of TPAs and rely on them  to know the rules so that their plan is in compliance and working for them.  TPAs are experts in their craft working to help their clients save for their retirement.


Performing plan administration since 1983 PATA has seen pensions and the job of maintaining them evolve and become specialized.  Laws, limits, and plan designs change  making staying up on regulations and trends a considerable undertaking.


Setting up and maintaining pension plans is what PATA does.  Please don't hesitate to call or email and ask questions.  We'll do our best to help.

Pension Plans for Closely Held Businesses and Self-Employed Individuals