Preferred Pension Planning

PLAN ADMINISTRATION

The Plan Administration Department will keep your plan compliant throughout
the year. The Administrators will review the plan design, make recommend-
ations, and will consult with you on any issues regarding plan management.
Their functions include the following:

• Obtain census, financial, and other information about the plan on an
ttannual basis

• Run the various tests required to keep the plan in compliance with
t government regulations

• Prepare an annual report summarizing the plan's status

• Prepare required government forms and reports

• Work with your broker, accountant, attorney and other advisors to
t coordinate the responsibilities for plan administration

• Make recommendations for changes to improve the design and
t operation of the plan

• Answer questions as they arise

defined contribution plan administration
Defined Contribution Plan Administration
Seated:  Jennifer Williams, Katie Gnash, Elaine Zavocky, Jennifer Lilgeberg, Bill Hein, Erin Pappas
Standing:  Sheila Copp, Tiffany Borden, Jane Malone, Jay Driver, Mary Jo McGrady,
Nicole Figliolo, Heather Joseph, Barry Greenstein
defined benefit plan administrationDefined Benefit Plan Administration
Steve Semler, Kathy O'Sullivan, Bill Hein, Katie Gnash