Pension Administration and Trust Accounting, PATA  Pension Administration and Trust Accounting                                                                                      






                                             
         2 Central St
         Ipswich, MA  01938
         978.356.9004
         (f) 978.418.9178

Welcome to PATA, an acronym for “Pension Administration and Trust Accounting” 

PATA is a TPA (Third Party pension Administrator) that performs all of the annual duties associated with a retirement plan.  PATA will assist you in establishing a retirement plan by providing and completing an IRS approved qualified retirement plan document on your behalf.  PATA will also determine participant eligibility, calculate the annual contribution, reconcile the pension’s trust, prepare the form 5500 and applicable schedules, generate distribution packages, and complete 1099Rs for terminated participants.  In short, PATA will do all of the tedious work associated with running a retirement plan except sell you the assets.  PATA sells no product, only services. 

Please look around the website and if you have any questions at all, by all means contact PATA.  

Thank you for considering PATA for your pension needs! 

Contact Information: 

T. Howe C. Woolfolk, Jr.,
Principal

2 Central Street
Ipswich, MA  01938

(phone) 978-356-9004   (fax) 978-418-9178

Email:  questions, comments, or contract with PATA!