Pensions for closely held businesses and self employed individuals
Welcome to PATA
PATA from the start has only focused on performing plan administration for small businesses and individuals. With personalized service and a “let’s get it right from the start” attitude PATA has managed to survive for 39 years!
If you have a plan and are thinking of a change, or are considering a new plan and are just looking around, don’t hesitate to reach out to PATA.
Our Services
Plans
Interested in a 401(k), Solo 401(k), or even a Defined Benefit plan? Learn to see what plan fits your needs
Annual Administration
Every year a plan must be administered including the preparation and filing of the form 5500 ->
Compliance
The IRS requires all plans follow certain rules. From RMD payments to ERISA bonds, a plan must follow the rules ->
Plan Limits
Every year the IRS updates the COLA (Cost of Living Adjustment) limits. Here are the limits ->
Links and Misc Info
Some helpful links can be found here as well as PATA's miscellaneous services ->