Scale Your Retirement Advisory With Dedicated Pension Plan Virtual Assistants
Keep your enrolled actuaries, third-party administrators (TPAs), and fiduciary consultants focused on high-margin plan design and client meetings instead of scrubbing annual employee census files, compiling Form 5500 schedules, and chasing missing participant distribution forms. Hire specialized pension operations assistants overseen by a free, dedicated Project Manager. We coordinate FTwilliam schedules, NDT data preparation, 408(b)(2) fee benchmark studies, and participant notices—cutting back-office overhead by up to 70%.
The Managed Fiduciary Advantage
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Zero Census Formatting Bottlenecks
Scrubbing annual employee censuses, cross-checking 415 compensation caps, and tagging HCE/Key employees for testing.
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Dedicated Project Manager Oversight
Your PM coordinates testing deadlines, tracks Form 5500 extension filings (Form 5558), and enforces strict SOC-2/PII confidentiality.
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Form 5500 & Schedule Package Prep
Compiling Schedules A, C, D, H/I, R, and actuarial Schedules SB/MB into EFAST2-ready filing packages.
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Standby Backup During Peak Filing Sprints
When July 31 and October 15 Form 5500 deadlines arrive, our pre-trained backup ensures your firm never misses statutory filing windows.
Starting from only
$6 / hour
Pension Administration, Compliance & Actuarial Systems We Master
Our virtual pension plan assistants plug directly into your third-party administration software, actuarial valuation engines, fiduciary analytics tools, and document portals.
FTwilliam & ASC
Form 5500 & Plan Document Modules
FIS Relius Admin
Recordkeeping & Trust Accounting
EFAST2 Portal
DOL & IRS Electronic Submission
Fi360 & RPAG
Fiduciary Scorecards & IPS Audits
PlanFees & Morningstar
408(b)(2) Fee Benchmarking
PenChecks & Milliman
Participant Payouts & Missing Locates
Advanced MS Excel
VLOOKUP, Pivot & Census Validation
Schwab & Orion
Trust Billing & Trade Rebalancing
Adobe Acrobat Pro
SSN Redaction & SPD Compilation
ShareFile & Box
SOC-2 Encrypted Document Vaults
Asana & ClickUp
Year-End Administration Pipelines
Hubstaff & Clockify
Audit-Ready Billable Activity Logs
What Your Managed Pension Plan Assistant Executes
Unburden your actuaries, ERISA legal specialists, and retirement practice heads from repetitive data hygiene, compliance document collation, and distribution paperwork.
Census Scrubbing & Demographic Data Hygiene
Transforming chaotic client payroll exports into standardized valuation formats.
- Validating dates of birth, hire, rehire, and termination
- Checking compensation against annual IRS 401(a)(17) limits
- Identifying Highly Compensated (HCE) & Key Employees
- Auditing 1,000-hour eligibility thresholds for plan entry
Form 5500 & Schedule Package Prep
Accelerating annual government reporting across ERISA-qualified DB and DC plans.
- Gathering insurance and investment data for Schedule A & C
- Reconciling trust asset statements against financial Schedule H/I
- Compiling participant count rosters for Schedule R and SB/MB
- Prepping Form 5558 extension forms ahead of statutory deadlines
Non-Discrimination Testing (NDT) Data Preparation
Setting up mathematical test workbooks so actuaries can conduct rapid reviews.
- Preparing ADP/ACP deferral and matching calculation datasets
- Structuring Top-Heavy ratio analysis tables and test records
- Organizing IRC Section 410(b) coverage ratio workpapers
- Flagging potential IRC Section 415 annual additions excess limits
Fiduciary Review Decks & 408(b)(2) Fee Benchmarking
Equipping your consultants with broadcast-ready quarterly investment and fee reviews.
- Generating Fi360 & Morningstar fiduciary scorecard summaries
- Assembling ERISA 408(b)(2) service provider fee benchmark decks
- Tracking Investment Policy Statement (IPS) watch-list funds
- Formatting trustee minutes for quarterly fiduciary committee calls
Participant Distributions, Loans & QDRO Tracking
Managing routine participant lifecycle requests with strict compliance verifications.
- Reviewing vesting schedule percentages for terminated participants
- Preparing rollover packages and required 402(f) special tax notices
- Coordinating Qualified Domestic Relations Order (QDRO) checklists
- Logging missing participant outreach efforts via PenChecks / LexisNexis
Plan Document Restatements & Participant Notices
Handling annual disclosure distributions and cyclical cycle restatement packets.
- Compiling annual Safe Harbor, SAR, and QDIA notice packages
- Assembling Summary Plan Descriptions (SPD) and amendments
- Tracking IRS pre-approved plan cycle restatement progress
- Redacting sensitive participant PII and SSNs for external audit packs
How SageDoer Works in 4 Simple Steps
We take the pain out of recruiting, compliance vetting, and supervising back-office talent so your retirement consulting practice can focus on design strategy and advisory growth.
Submit Requirements
Share your primary plan types (Defined Benefit, 401(k), Cash Balance), software stack (FTwilliam, Relius, ASC), and filing calendar via: Email, Contact Form, or WhatsApp.
Finalise The Deal
Our dedicated project manager promptly connects with you, maps out your census validation SOPs, confirms SOC-2/PII security safeguards, and finalises partnership details.
Your PM takes full charge of operations, coordinating census cleaning, Form 5500 schedule assembly, distribution logs, and testing files through vetted pension VAs.
Pay Only For Output
We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's supervision is completely free.
Traditional Freelance Portals vs. SageDoer
Why actuarial consultancies, independent TPAs, and retirement plan advisors choose SageDoer over open freelance marketplaces.
| Feature | Traditional Platforms |
SageDoer (The Smart Choice)
|
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must juggle and supervise multiple freelancers while meeting filing deadlines | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with no ERISA, Form 5500, or census testing literacy | Internally vetted, rigorously tested pension operations specialists |
| Hiring & Deployment Speed | Weeks lost interviewing and vetting while statutory filing windows close | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer invoices with currency headaches | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Start hiring over again in the middle of active year-end valuation sprints | Seamless internal replacements with zero workflow disruption |
Trusted By Retirement Plan Consultants & TPA Practice Leads
See how independent actuarial consultancies and retirement plan advisory firms eliminate compliance backlogs and expand their client books.
"Scrubbing annual payroll censuses for 85 custom 401(k) and Cash Balance plans was paralyzing my consulting actuaries. Our SageDoer VA standardizes census records, identifies HCEs, and prepares NDT tables in FTwilliam flawlessly. Turnaround time dropped by over 50%."
Richard Halstead, FSPA
Managing Actuary, Halstead Retirement Actuaries, Boston
"The July 31st and October 15th Form 5500 deadlines used to mean 70-hour workweeks for our entire team. Having a managed SageDoer assistant compile Schedules A, C, H, and R alongside the dedicated PM ensured every single plan filed on time with zero DOL deficiency notices."
Michelle Callahan, CPC
Principal & TPA Practice Lead, Apex Benefit Administrators, Dallas
"Generating quarterly fiduciary scorecard decks and 408(b)(2) fee benchmark comparisons in Fi360 used to cost my senior advisors billable hours. At $6/hour, our SageDoer assistant pulls asset data, runs fee models, and creates executive committee slides."
Bradford Wright, AIF
Director of Institutional Advisory, Keystone Fiduciary Partners, Philadelphia
"Participant data privacy was our biggest concern. SageDoer's dedicated PM enforces strict PII handling, secure file encryption, and clean role-based permissions. They function as a natural, trusted extension of our retirement consulting operations."
David Eisenberg, QPA
Founder, ERISA Advisory Solutions, Chicago
"Scrubbing annual payroll censuses for 85 custom 401(k) and Cash Balance plans was paralyzing my consulting actuaries. Our SageDoer VA standardizes census records, identifies HCEs, and prepares NDT tables in FTwilliam flawlessly. Turnaround time dropped by over 50%."
Richard Halstead, FSPA
Managing Actuary, Halstead Retirement Actuaries, Boston
"The July 31st and October 15th Form 5500 deadlines used to mean 70-hour workweeks for our entire team. Having a managed SageDoer assistant compile Schedules A, C, H, and R alongside the dedicated PM ensured every single plan filed on time with zero DOL deficiency notices."
Michelle Callahan, CPC
Principal & TPA Practice Lead, Apex Benefit Administrators, Dallas
Transparent Rates. Zero Platform Markups.
No platform cuts, no recruiter retainers. Pay strictly for verified hours dedicated to managing your pension plan compliance, census audits, and participant operations.
Part-Time Pension Plan VA
Ideal for boutique TPAs, solo enrolled actuaries, and RIA retirement plan consulting teams.
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
- Centralised weekly time logs
Full-Time Pension Plan VA
Complete end-to-end annual census scrubbing, Form 5500 assembly, NDT preparation, and fee studies.
Est. $960 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
- Priority rapid replacement guarantee
Tax Filing Cycle Flexibility: Scale up to full-time during peak year-end census collection and July/October Form 5500 rushes, scale down to part-time, or pause anytime. Zero cancellation fees.
Frequently Asked Questions
Real answers for enrolled actuaries, retirement advisory principals, and TPA firm founders.
How do your virtual assistants ensure strict security for sensitive plan participant PII and SSNs?
Which TPA software, valuation platforms, and filing portals can your assistants operate in?
Can the assistant assist with preliminary non-discrimination testing (NDT) data preparation?
What exact responsibilities does the free dedicated Project Manager handle?
Can we scale up support during peak Form 5500 filing rushes and scale down afterwards?
Ready To Streamline Your Pension Consulting Operations?
Book a call, send an email, or message us on WhatsApp. Our dedicated project manager will analyze your current plan administration software, census validation workflows, and upcoming Form 5500 deadlines to build a customized studio onboarding roadmap.
Send Us Your Pension Consulting Needs
Tell us about your active plan types (401(k), DB, Cash Balance), primary software (FTwilliam, Relius, ASC), and current operational bottlenecks. We'll reply within 2-4 hours with a custom strategy.