Serving more than 500 small public and privately-held businesses throughout the United States, Valley Forge Pension Management, Inc. is one of the largest third-party administrators (TPA) in the region. Our one-on-one approach distinguishes us from our competition and allows us to deliver a plan design that best suits your needs. We provide a personalized value-added dimension to the structure of qualified retirement plans including:

Qualified Plan Design

  • Cross-tested
  • Age weighted
  • Safe harbor
  • Cash balance

Administration and Record-Keeping

  • 401(k)
  • Profit sharing plans
  • ESOPs

IRS and DOL Compliance

  • Participant disclosure consultation
  • Top-heavy testing
  • Federal form 5500 preparation

Our service is designed to meet your every need for an efficient and productive plan, including continual monitoring to assure compliance with the ever-changing regulatory environment for qualified retirement plans.