Plan Administration

Welcome to the DreamSpark® plan Maintenance Portal. This section allows current DreamSpark® plan maintenance clients access to plan specific information as well as annual filing packages, online statements, plan notices and more!

Not a client yet? Pango Financial will be happy to set up and manage your DreamSpark® retirement rollover plan for you. You’ll have online access to your plan maintenance 24 hours a day, 7 days a week. This includes:

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

Pango Financial, as part of the monthly maintenance services, will also help you continue building your retirement savings with a variety of different plan designs based on your current employee participation and financial goals of your corporation.  Our low monthly fee for this service is $110 a month.  That’s a significant savings compared to other providers in the industry.  Just create an account, then login to our unique Compatibility Checker to see if the DreamSpark® plan is right for you.