Pension Administration and Trust Accounting (PATA) in Ipswich, MA specializes in providing plan administration services for small businesses and self-employed individuals for over 39 years. With a focus on personalized service and a commitment to getting it right from the start, PATA offers expertise in 401(k), Solo 401(k), and Defined Benefit plans.
From annual administration to ensuring compliance with IRS regulations, PATA helps clients navigate the complexities of pension plans, including managing form 5500 filings, plan limits, and ERISA bond requirements. With a reputation for reliability and attention to detail, PATA is a trusted partner for those seeking expert guidance in pension administration.
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