WELCOME TO HILLS PENSION ASSOCIATES

UPDATE ON THE HILLS
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HILLS PENSION ASSOCIATES, Inc. is an independent, full-service retirement plan administration and consulting firm, specializing in the design and implementation of retirement plans for small to medium sized businesses. Our strengths derive from years of hands-on experience as well as our customer-first approach in helping our clients define and achieve their goals. We bring a proactive, team approach to your retirement; to ensure that your company is set up with a plan that meets both you and your company’s goals, leaving no stone unturned.

Contact Hills Pension Associates today and share your vision for your future with us. With the right plan, it’s never too early or too late to start saving for retirement.

Client Login

SmartVault secure file exchange – HPA’s enhanced integrated portal easily and securely submits and retrieves plan documents, admin forms, annual valuations, fiduciary documents, newsletters, and annual census data.

IMPORTANT DATES

Annual Census Alert Bulletin

Data Collection Checklist

Census Request

Compliance Calendar

Hardship Distribution
Operational Checklist

  • JAN31

    Form 1099 due to participants for distributions made in prior year

  • MAR15

    IRC deadline for issuing distributions due to failed ADP/ACP Test

  • MAR31

    Reporting for excise taxes for late return of excess distributions using IRS Form 5330

  • APR01

    Required beginning date for RMD’s for those participants who, in the previous year, turned age 70½ or retired after having reached age 70½


Hills Pension Associates is a proud member of these professional organizations:

HILLS PENSION ASSOCIATES, INC.

 

2 Montello St, Suite 4A, Carver, MA 02330
p 508-928-7172/ 844-395-401k
f 781-585-8011 | e hills@hillspallc.com