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
- 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.