At Jordan & Associates Retirement Services, one of our primary goals is to relieve you of the many headaches so often inherent in employee benefits administration. Every plan may be unique, but there are a series of core components all plans require in order to operate properly and efficiently. Once your plan is established, we will assign a dedicated team of experienced plan consultants who will work directly with you and will be as hands-on as you need them to be.

Our annual qualified plan administration services include (but are not limited to):

Initial and on-going consultation regarding plan operation and assistance with administration processes, such as participant loans and distributions.

Calculation and allocation of required and/or discretionary employer contributions and participant forfeitures.

Preparation and analysis of the coverage and non-discrimination testing required by the Internal Revenue Code.

All of our retirement plan administration associates, from senior leaders and consultants to administrative staff, are committed to providing excellent service. We take pride in our flexibility, attention to detail and willingness to “go the extra mile” to fully meet our clients’ needs.


Reconciliation of trust investment activity and allocation of investment earnings to participant accounts.

Preparation of the annual filings required by the Internal Revenue Service and the Department of Labor.

Preparation of detailed reports to the employer, trustee and participants.

Our goal is to relieve the stress of plan administration


Jordan & Associates is great to work with, I can really tell how much they care about making plan administration go smoothly for their clients.

Daniel DiPalma –