Whatever the nature of your business, its operations are at the very heart of how it works.

In administration, high-level, responsive service is the expectation, so you need to be able to rely on claims processing and benefits management systems capable of rising to any challenge. At Marcum, creating seamless systems is what we do.

Our services start with an in-depth conversation centering on the behaviors that are most important to your unique circumstances. Then, we leverage those discussions to tailor services for maximum impact and value generation. The result? Wide-ranging pension administration systems that span virtually every aspect of administration, from plan design, implementation, record keeping, plan termination, and preparation and filing of regulatory forms through retirement-related consulting – all built to your specific needs and circumstances.

Our Third-Party Administration (TPA) services include a comprehensive suite of solutions that are compiled and refined to meet the specific needs of your business and workforce. Our efforts are always undertaken with one goal: yielding the most effective insights and support to further our client’s overall objectives.

Our TPA services offer the following advantages:

  • Consulting – We understand the effects of plan design on participants and employees, their retirement goals, and the plan sponsor’s bottom line.
  • Sales Support – Our team offers assistance with identifying new prospects, plan design, proposals, vendor selection, plan research, and client participant meetings. Advisors benefit from the hands-on experience provided by members of our team.
  • Plan Design – We tailor plan provisions to meet each plan sponsor’s specific goals and unique needs. Our background and expertise allow us to guide clients on effective plan design and the efficient management of various types of retirement plans. We consult with clients and prepare plan amendments as client needs change.
  • Form 5500 Preparation and Filing Assistance – We simplify filing by offering signature-ready 5500 preparation and assistance with electronic filing requirements.
  • Loan Modeling and Processing – Our services include assistance with loan availability calculation and refinancing.
  • Distribution Assistance – We provide direct assistance to participants requesting and reviewing plans to eliminate accounts from total plan assets.
  • Performing Discrimination Testing – Our detailed reporting delivers the results of comprehensive compliance checks and other tests performed on the plan.
  • Compliance Corrections/Delinquent Filings – By understanding the available correction programs, we can provide solutions for late filing and plan errors.
  • Employer Contribution Calculations & Projections – We analyze plan data to determine the maximum benefit of employer contributions and provide scenarios for proactive discussions.
  • Cash Balance Plans – We provide comprehensive service from proposals and plan design and implementation to form 5500 and PBGC filing including plan terminations.
  • Additional Plan Types – We provide administration for various retirement plans, including Governmental plans, 403(b) and 457.
  • Audit Assistance – We offer assistance with required annual audits for large plan filers and out-of-scope projects resulting from IRS or Department of Labor audits.

Marcum Year-End Tax Guide

Tax Planning for 2023 and 2024


Select the region to view contacts.

Lori  Plescia

Lori Plescia


  • Tax & Business
  • St. Louis, MO
Michele K. Weber

Michele K. Weber

Office Managing Partner

  • Tax & Business
  • Rochester, MI