Welcome to Prime Plan Solutions.

Prime Plan Solutions provides plan administration and record keeping services to small business 401(k) plans. Our highly trained Qualified Plan Administrators offer a wealth of ERISA knowledge and industry experience to your retirement plan.
 

News

Prime Plan Solutions is excited to introduce our completely redesigned website!

With new funds, educational resources, and tools for employers, employees and financial advisors we are making it easier to manage and grow your 401(k) retirement assets.

Services

  • 401(k) Plan Documents
    and Administration
  • Online Account Management
  • ADP/ACP Non-Discrimination Testing
  • IRS Form 5500
  • Top Heavy Testing
  • Transaction Processing
  • Daily support in the overall operation of your plan

Plan Designs

With several retirement plans options designed to fit your business, you can now choose from over 60 mutual funds from 13 management companies.

Discover which plan is best for you. Click below to learn more.

 

Plan Designs

Proposal Generator


Advisors! Do you need a simple tool to walk through a 401(k) plan proposal?

In less than 5 minutes you can generate a proposal that fits your client's needs.

Get Started