Plan Sponsor Services
- —Plan installation and administration
- —Quarterly administration services
- —Annual reports and compliance testing
- —ERISA bonding requirements
Independent employee benefit consulting · West Chester, PA
About Cardinal Pension Group
An independent employee benefit consulting firm providing administrative, actuarial, and consulting services for qualified retirement plans.
Who We Are
Timely, accurate administration
Cardinal Pension Group provides concise plan reports. We continue to maintain a reputation of timely and accurate plan administration.
We assist our clients in the design of a retirement plan that meets their needs, draft the plan, help with enrollment, provide ongoing administrative services and handle all required compliance testing and government filings. We work with all types of defined contribution and defined benefit plans.
From design to filing
- 01Plan design
- 02Plan drafting
- 03Employee enrollment
- 04Ongoing administration
- 05Compliance testing and government filings
Our People
Experience you can rely on
The staff of Cardinal Pension Group includes actuaries and administrators with extensive experience in all facets of employee benefits. Our knowledge includes plans of all types, sizes, and situations from simple to the complex.
Meet Our Leadership
Professional Memberships
American Society of Pension Professionals & Actuaries
Conference of Consulting Actuaries
Staff Credentials
- MSEA
- QKA
- QPA
- FCA
- QKC
Our Services
Guidance at every step
Cardinal Pension Group offers Plan Sponsor Services, Compliance Advice, and Consulting. Our dedicated staff will guide you through the entire process, regardless of your individual needs. We have the knowledge to design a retirement plan specific to your needs and objectives.
Compliance Advice
We assist our clients in the design of a retirement plan that meets their needs, draft the plan, help with enrollment, provide ongoing administrative services and handle all required compliance testing and government filings.
Consulting Experience
We work with all types of defined contribution and defined benefit plans. Our staff includes actuaries and administrators with extensive experience.
Guidance and Direction
Our knowledge includes plans of all types, sizes, and situations from simple to the complex. Our staff consists of members of the American Society of Pension Professionals & Actuaries and the Conference of Consulting Actuaries.
Let’s talk about your plan
We have the knowledge to design a retirement plan specific to your needs and objectives.