I am the Founding Partner of Integrity Pension Services, LLC. Our goal is to provide high-quality retirement plan services with high touch, i.e. we are actively engaged to take care of our client's needs as a service-oriented retirement plan consulting firm.We are also growing and looking for excellent retirement plan administrators and consultants. If you have the requisite skills to provide high-quality service in this field, please email me at jaybeltz@integritypension.com.

We provide retirement plan consulting services and third-party administration to all types and sizes of employers and retirement plans as listed below. As an accounting firm, we also audit retirement plans for both privately held and publicly owned companies.The types of plans PBTK offers and administers include:Defined contribution plans:• Traditional profit sharing• Money purchase• 401(k) - with or without Roth provisions• Safe harbor 401(k)• New comparability or cross-tested• ESOPsDefined benefit plans:• Traditional defined benefit pension• Cash balance defined benefit pensionTypical annual plan administration services:• Determining eligibility• Determining highly compensated employees• Determining key employees• Determination of top-heavy status• ADP/ACP non-discrimination testing• Allocating employer and employee contributions• Allocating earnings and forfeitures• Plan asset reconciliation• Preparation of comprehensive plan level reports• Preparing participant statements• Vesting calculations• Preparing annual Form 5500 and a summary annual report• Fidelity bond reviewOther related services include:• Plan document preparation and compliance• Plan loan documentation and administration• Required plan audits for plans with more than 100 eligible participants

Completed electronic filing for approximatley 1,500 retirement plan sponsors using a custom interface for retirement plan software and generated new plan and existing plan consulting and administration sales.

Performed retirement plan consulting for select plan sponsors and researched and invested in high-rise condominium opportunities in Las Vegas, Phoenix, San Diego and Mexico.

I was the Senior Consultant for approximately 200 retirement plan sponsors responsible for all plan administration duties and co-managed an office staff of approximately 12 employees.

One of my highlights during this time - I was selected from 4,000 employees to be an intern at the National Office in Washington, D.C.