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Corporate Office

220 Congress Park Drive, Suite 210
Delray Beach, FL 33445
Office: 561-547-4200
clientservices@pfslink-e.com

About Us
Plan Sponsors
New Plan Set Up
Contact Us

Client Services
Participant Loans
Participant Distributions
Partner Login

Payroll Process
Reconciliation & Compliance
Annual Reconciliation
Compliance Testing

About Northeast Professional Planning Group, Inc.

NPPG and its affiliate companies offer full-service employee benefit consulting, retirement planning, actuarial consulting and ERISA fiduciary services. NPPG handles more than $5 billion in assets and more than 4,000 plans for clients nationwide. A full suite of compliance services include Affordable Care Act (ACA), ERISA 3(16) administrative fiduciary services, retirement plan third party administration including Multiple Employer Plans (MEP's), as well as overall regulatory consulting and plan correction. NPPG customizes solutions to meet business and financial goals of their clients. NPPG clientele is made up of members of the New York stock exchange and NASDAQ, non-profit organizations, Fortune 500 companies, government agencies, as well as small entrepreneurial businesses. For further information, contact Northeast Professional Planning Group, Inc. corporate office in Red Bank, NJ at (732) 758-1577. NPPG has additional locations in New York, Florida and Michigan.

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Plan Administrator & Named Fiduciary

(561) 425-9863

MAIN CONTACT

Donal Ford
donal.ford@316fiduciary.com

Acquisition and merger
Closing (termination)
Plan provision assistance
DOL VCP assistance
Forfeiture account
Hardship withdrawal assistance
Operational compliance

Investment Advisors

(888) 792-7650
(713) 296-8066

Employee education
Enrollment meetings
Plan design/review
Other:
- Cash balance plans
- Non qualified deferred compensation
- Profit sharing
- Stock option exercise
- Corporate finance

Investment Advisors

Steve Ellsworth
sellsworth@rwbaird.com

Robert Brann
rbrann@rwbaird.com

Marcus Fair
MFair@rwbaird.com

Registered CSR

Lynn Rogers
lrogers@rwbaird.com

Plan Platform

Contract #932232
Each company has a unique sub-id #

Website: www.ta-retirement.com

MAIN CONTACT

Kim Albers
(319) 355-2936
kim.albers@transamerica.com

Website:

Forms & reports
Plan provisions
Participant information

Pass Services:

Distributions
Eligibility & enrollment
Loans (new)
QDROs

Phone: (800) 375-7526
Fax: (561) 547-4800

MAIN CONTACT

Marcia Sinclair
561-547-4200 Ext. 159
Agcsw401k@nppg.com

Census/compliance testing
Contribution funding
Forfeiture Account
Match
Payroll File Submission
Plan Amendments
Profit Sharing

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Lincoln Alliance
Lincoln Director