sunray 401(k), PROFIT SHARING, and PENSION PLAN DESIGN, ADMINISTRATION and CONSULTING Home Topics Contribution Limits topics

ABOUT SUNBURST
Experience confirms that a retirement planís ongoing success depends upon the development of the right plan design, the installation of the appropriate investment vehicle, and the continual involvement of a qualified service provider. As such, Sunburst Pension Services is with you every step of the way to assure the smooth operation of the retirement plan -- both now and in the years to come.

GREG JAMES, CPC, QPA, QKA
Greg@SunPen.com
Sunburst Pension Services was founded by Greg James, CPC, QPA, QKA. Since 1988, when he graduated from BYU with a degree in accounting, Greg has worked exclusively in the field of third-party administration and plan management. Having provided services for hundreds of successful businesses over the years, he has broad and extensive experience working with all types of retirement programs. He has also served nationally on the Education & Examination Committee of the The American Society of Pension Professionals and Actuaries.

CONTACT US:
2919 E. Menlo St., Mesa AZ 85213
Office: (480) 491-6516 | Fax: (480) 491-6520
Greg@SunPen.com

AREAS OF PLAN
ADMINISTRATION

Plan Design & Preparation
Annual Administration
Compliance Testing
5500Preparation
Employee Certificates
Trust Reconciliation
Enrollment Meetings

FULL RANGE OF FEATURES
Traditional 401(k)
Safe-harbor 401(k)
Automatic Enrollment 401(k)
Cross-tested Allocations
Traditional Profit Sharing
Money Purchase Pension
Defined Benefit Pension