Pension Plan Administration

Our defined benefit experts specialize in making your plan more economical to operate and more responsive to employee needs. By combining a personal touch with the latest in administrative technology support, The Cottonwood Group provides the feel of a dedicated in-house team.

The high touch service you expect

The staff at Cottonwood provides a full suite of administrative services. We maintain complete and accurate employee data, personally address participant questions and concerns and prepare all benefit distribution paperwork. We work directly with your trustee and auditor for expert coordination of plan financial issues and reporting.

The high tech access you deserve

Our clients have quick and easy access to historical plan data through a secure website with custom reports available at their fingertips. Plan participants can view online statements, request calculations and prepare retirement projections.