Welcome to the DreamSpark® plan Maintenance Portal. This section allows current DreamSpark® 401k rollover 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 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. After beginning your DreamSpark 401k rollover plan maintenance, you’ll have online access to your plan maintenance 24 hours a day, 7 days a week through this portal. 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
- eligibility tracking
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. All you have to do to get started is to create an account, then login to our unique Compatibility Checker to see if the DreamSpark® plan you have chosen is right for you.
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.