DreamSpark Plan and Maintenance

 

Pango Financial's team of onboarding and compliance specialists are here to assist you set up to your retirement plan and stay compliant.  Our experts are trained on the benefits of different retirement plan features available to choose from as well as changing ERISA, IRS and Department of Labor laws. Pango Financial will set up and manage your new DreamSpark® retirement rollover plan for you. With our innovative business funding plans, we ensure you can invest in your business while still investing in yourself and your employee’s futures.

The DreamSpark® 401k rollover plan by Pango Financial is a groundbreaking retirement savings solution that will integrate seamlessly with your business strategy. This essential financial tool secures personal financial futures while simultaneously driving business growth. Because we understand the varying demands of businesses of all sizes, Pango Financial delivers comprehensive plans and maintenance solutions that align with your organization’s goals and workforce dynamics.

For startups embarking on their journey, the DreamSpark® plan offers a solid foundation, empowering small teams to prioritize financial security from day one. Established companies, on the other hand, benefit from its robust framework that supports strategic expansion and long-term stability. This plan ensures that your retirement strategy is fully integrated into your broader business objectives—a cohesive approach to financial planning.

Opt for the DreamSpark® 401k plan and maintenance going forward to invest in a future-proof strategy that nurtures your ambitions. The plan’s thoughtful design supports a smooth transition into each new phase of business, keeping your financial objectives on track with your evolving aspirations.

After beginning your DreamSpark 401k rollover plan, you’ll have access to your plan maintenance, giving you the opportunity to control and monitor the many parts of your plan, including:

  • preparing your form 5500
  • compliance testing
  • documentation maintenance
  • plan reconciliation
  • participant statement preparations
  • vesting
  • eligibility tracking

Pango Financial's commitment to personalized support sets our DreamSpark® plan apart from the competition. Our team of dedicated onboarding and compliance specialists work closely with you to ensure seamless setup and ongoing management of your 401(k) ROBS plan. This hands-on approach means you receive guidance tailored to your specific situation, helping you navigate the complexities of setting up your DreamSpark plan with confidence and ease.

Staying compliant with ever-changing regulations is a critical aspect of 401(k) ROBS financing. Pango Financial simplifies this process by keeping abreast of the latest ERISA, IRS, and Department of Labor laws to keep your new DreamSpark® retirement rollover plan in compliance. This proactive approach helps to mitigate risks and provides peace of mind, so you can focus on growing your business.

In essence, Pango Financial’s DreamSpark® 401k rollover plan empowers businesses to invest in their growth while simultaneously securing the financial well-being of their employees. By choosing a DreamSpark® plan, you're choosing a partnership with a team offering expertise and personalized care.

Pango Financial, as part of the monthly DreamSpark® 401k rollover plan maintenance services included within your personal plan, will also help you continue building your retirement savings with a variety of different plan designs based on your current employee participation and the different financial goals of your corporation.  Our low monthly fee for this service is $110 a month.  That’s a significant savings compared to other 401k rollover plan providers in the industry.

For more information on our DreamSpark 401k rollover plan maintenance, or if you have any questions pertaining to your own situation and how our plan could work to benefit you, get in touch with us today. We’re more than happy to speak with you regarding the DreamSpark plan.