CPA & Management Consulting Firm
“As a trusted accounting and consulting firm, clients seek us for high quality development and implementation of their employee benefit plans. Fortunately, the professionals at Plan Administration & Consulting (PAC) are by our sides throughout the process. As a third party administrator, PAC assists by drafting the plans, making amendments to the plans and answering even the most complex questions for our clients on a day-to-day basis. Their staff is very personable and responsive to our clients’ needs, making themselves available whenever we, or our clients, need them.
Beyond PAC’s typical day-to-day support, they add value to our relationship by offering expert recommendations – even when they’re not prompted for advice. They also share with us how to avoid various types of pitfalls regarding retirement plans, which we can then bring to the attention of our clients. I am proud to say the PAC team is part of our team.”
—Member
Local Community Bank
“My partnership with Plan Administration & Consulting (PAC) is just that—a true partnership. I speak with or email their staff on a daily basis. They are knowledgeable, courteous and responsive. During the sales process, their knowledge of plan design and willingness to run alternative scenarios for plan sponsors allow me to demonstrate, in an easy to understand manner, the value the plan sponsor and their employees would gain from working with us and PAC team. Once a new client is on board, both parties work together to offer a high level of service to our mutual clients. If I’m at an enrollment meeting and a participant has a vesting or re-hire question, I can get an immediate answer just by calling PAC. PAC also keeps me in the loop on any plan design changes or testing issues, which helps us provide better service overall.”
—Vice President & Senior Investment Officer
Local Business Management Consultant
“Over the years working with Plan Administration & Consulting (PAC), we have experienced what we believe to be the highest level of service available regarding our employee benefit plans. PAC’s team makes it easy to address regulatory issues, as they are always happy to handle our last minute requests and are able to let us know the necessary steps to take. They even go beyond the call of duty to coordinate those steps on our behalf. In addition, whether they are interacting through phone, email or in person, PAC’s professionals maintain a high level of communication that makes the process smooth and pleasant.”
—Director of Human Resources
Local Financial Advisory Firm
“As a wealth strategist, I help business owners maximize their resources for a sound financial future. With the collaboration of Plan Administration & Consulting (PAC), I am able to provide my clients with a complete wealth management plan – ensuring both professional and personal financial success. PAC helps me do this by providing the benefit plan design and consulting component to our proposals so our clients can incorporate more efficient and effective plans into their businesses. The professionals at PAC go above and beyond to create customized solutions I can present to my clients with confidence. PAC has a talent for understanding our clients’ needs and educating them on various plan options. They are always professional, timely and a pleasure to work with.”
—Senior Vice President
Local Community Bank
“We have confidence in our benefit plan thanks to Plan Administration & Consulting (PAC). Since we began working with them in 2003, PAC has displayed the utmost dedication to serving our account. They are highly organized, professional and knowledgeable; meaning we never have to worry if our plan is compliant. When PAC took over our plan, they found some compliance issues and quickly corrected them. When we have a question, our engagement team responds quickly and never gives the impression they are too busy to attend to our needs.
In addition, PAC referred us to Watkins Uiberall Certified Public Accountants for advice on accounting related issues. We were so impressed by the integration of the two companies that we decided to engage Watkins Uiberall for the bank’s audit work. Now we have two great firms under one roof dedicated to our success and couldn’t be more pleased!”
—Vice President
Local Manufacturer
“Plan Administration & Consulting came highly recommended by the Internal Revenue Service. Since we began working with Plan Administration & Consulting, we have not been disappointed. What impresses me most is their extensive knowledge of different plan types. Plan Administration & Consulting presented a variety of plan options and worked with me to select the most beneficial plan for my organization. I always receive timely responses to my questions, high quality deliverables and peace of mind knowing our plan is in compliance with regulatory requirements.”
—Owner