Managed Virtual Assistants For
Profit Sharing Plan Consultants.
Offload census data scrubbing, contribution allocations, Form 5500 preparation, and year-end compliance packages. Get vetted retirement plan specialists managed by a Dedicated Project Manager for free. Pay strictly for productive hours worked.
Plan Administration Pipeline
Supervised by Free Project Manager
Client Census Ingestion & Scrubbing
Cross-checking eligible compensation, entry dates, hours worked, and HCE/NHCE flags.
Contribution Formula & Testing Support
Preparing pro-rata, integrated, or new comparability allocations & ADP/ACP preliminary runs.
Government Reporting & Form 5500
Drafting 5500-SF/EZ, financial schedules, participant fee disclosures & distribution forms.
Trusted By Pension Consultants, TPAs & Plan Administrators
"During January-July peak testing season, census scrubbing used to bottleneck our senior consultants. Our Sagedoer VA handles census formatting in ftwilliam.com with zero errors. The dedicated PM makes delegation effortless."
"We run complex cross-tested new comparability profit sharing plans for doctors and law firms. At $6/hour for full-time support, we cut back-office administrative overhead by 68% while keeping our enrolled actuaries focused on consulting."
"Drafting Form 5500 filings, tracking SAR mailings, and packaging loan/distribution packets is now automated like clockwork. The free Project Manager checks every single output against our checklist before it reaches me."
"No platform fees, no Upwork escrow nonsense, and genuine knowledge of IRS limits, Form 1099-Rs, and trust accounting reconciliations. Sagedoer is an essential back-office partner for independent retirement planners."
"During January-July peak testing season, census scrubbing used to bottleneck our senior consultants. Our Sagedoer VA handles census formatting in ftwilliam.com with zero errors. The dedicated PM makes delegation effortless."
"We run complex cross-tested new comparability profit sharing plans for doctors and law firms. At $6/hour for full-time support, we cut back-office administrative overhead by 68% while keeping our enrolled actuaries focused on consulting."
How Sagedoer Operates Your Retirement Back-Office
We eliminate the friction of recruiting, onboarding, and micromanaging qualified retirement plan staff with full Project Manager oversight at no additional charge.
Submit Requirements
Share your specific project needs with us to get started. Choose your preferred channel to reach out: Email, Contact Form, or WhatsApp.
Finalise the Deal
Our dedicated project manager will promptly get back to you to review your goals, outline a tailored strategy, and finalise the partnership details.
Expert Execution
Your project manager takes full charge of the operations, getting the work done seamlessly and efficiently through our internal team of vetted experts.
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.
Facing a calendar backlog of Form 5500s or census requests?
We can deploy vetted retirement plan support specialists to your firm within 24 to 48 hours.
Exact Work Handled For Profit Sharing Consultants
Our virtual assistants are specialized in retirement plan administrative mechanics—handling recurring, compliance-sensitive work accurately so your consultants can advise and bill.
Census Scrubbing & Eligibility Tracking
Clean client payroll files before calculation errors derail the plan. We inspect W-2 compensation, verify plan entry dates, match 1,000-hour rules, and identify HCEs and Key Employees.
- HCE vs. NHCE family attribution review
- Compensation cap (IRC 401(a)(17)) checks
- Terminated employee vested status tagging
Allocation & Non-Discrimination Prep
Support consultants in running preliminary contribution tests. We prep data for pro-rata, integrated (permitted disparity), and cross-tested new comparability designs in software models.
- Top-Heavy 60% minimum contribution testing
- 410(b) Ratio Percentage & Coverage runs
- 415 Annual Addition limit audits
IRS Form 5500 & Government Filings
Eliminate deadline crunch. We assemble Form 5500, 5500-SF, and 5500-EZ draft packages, populate financial schedules, and prepare participant Summary Annual Reports (SAR).
- Form 5558 extension tracking & EFAST2 prep
- Schedule A, C, D, G, H, I balance matching
- Participant disclosure distribution logs
Distributions, Loans & 1099-R Processing
Fast turnaround on participant requests. We verify vesting schedules, process distribution paperwork, calculate maximum loan limits under IRC 72(p), and prep 1099-R tax reporting packets.
- Direct rollover vs. lump-sum tax withholdings
- QDRO (Domestic Relations Order) packaging
- Required Minimum Distribution (RMD) tracking
Trust Accounting & Asset Reconciliation
Ensure custody assets balance to the penny with participant accounts. We reconcile custodian statements (Schwab, Fidelity, Matrix, American Funds) against recordkeeping ledgers.
- Realized & unrealized gain/loss allocation
- Contribution timing & receivable audit
- Forfeiture account usage tracking
Plan Document Maintenance & Client Comms
Maintain complete ERISA audit trails. We organize pre-approved plan adoption agreements, interim amendments, restatement tracking, and manage client follow-up email campaigns.
- Restatement cycle & amendment logging
- PensionPro project stage tracking
- Annual census request chaser emails
Software & Platforms We Master Out Of The Box
Our virtual assistants are proficient across standard pension, TPA recordkeeping, actuarial calculation, and secure compliance platforms.
Using a proprietary actuarial spreadsheet or bespoke valuation engine? We train your virtual assistant during onboarding at zero added billable cost.
Traditional Freelance Platforms vs. Sagedoer
See why retirement plan consultants and TPAs choose Sagedoer's managed infrastructure over unvetted generalist marketplaces.
| Evaluation Factor | Traditional Platforms | THE SMART CHOICE: Sagedoer |
|---|---|---|
| Platform & Management Fees |
Up to 40% in hidden markups
Platform commissions, contract fees, membership tiers, and payment processing fees. |
0% Hidden Fees
Pay strictly for hours worked. Dedicated project manager included for free. |
| Daily Team Management |
You must juggle & supervise
You waste senior consulting hours micromanaging individual freelancers and checking basics. |
Dedicated Project Manager
Acts as your single point of contact, assigning tasks, tracking progress, and ensuring delivery. |
| Quality Assurance |
Hit-or-miss talent
Unverified credentials, no retirement plan background, high risk of compliance errors. |
Internally Vetted Experts
Rigorously trained premium specialists familiar with census math, 5500 rules, and TPA software. |
| Hiring & Deployment Speed |
Endless interviewing cycles
Spend 3-4 weeks posting jobs, sorting resumes, and testing unqualified candidates. |
Instant Delegation
We immediately assign the right specialist matched to your software stack. |
| Billing & Invoicing |
Complex, multi-freelancer bills
Fragmented invoices, fluctuating currency conversions, and confusing billing disputes. |
Simple Centralised USD Invoicing
One clean, transparent invoice based strictly on tracked productive hours worked. |
| Staff Turnover & Replacements |
Start hiring from scratch
If a freelancer quits during July 31 filing deadlines, your practice grinds to a halt. |
Seamless Internal Replacements
Zero workflow disruption. Your PM oversees standard operating procedures and transitions. |
Flexible Pricing For Growing Retirement Practices
Scale up support for peak testing season or maintain full-time operational support year-round. Zero hidden fees, zero recruitment markups.
Part-Time
Perfect for independent consultants needing steady assistance with census checks, distribution processing, and 5500 drafts.
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision & QA audits
- Zero setup or onboarding fees
- No monthly membership charges
- Centralised weekly time-tracking logs
Full-Time
A complete remote operational extension of your TPA firm handling daily plan administration, testing prep, and client requests.
Est. $960 USD / Month (4 Weeks)
- Lowest hourly rate ($6 / hour)
- Dedicated Project Manager included for free
- Free management supervision & priority turnaround
- Zero setup, recruiting, or onboarding fees
- No monthly platform fees or long contracts
- Seamless internal redundancy with zero downtime
Frequently Asked Questions
Realistic questions retirement plan consultants and TPA business owners ask before delegating.
Scale Your Profit Sharing & TPA Practice Today
Tell us about your plan volume, preferred recordkeeping software, and upcoming deadlines. Your Dedicated Project Manager will review your requirements and connect promptly.
Submit Practice Requirements
Specify your current plan backlog, tools, and staffing needs.