DreamSpark Plan Maintenance

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
  • vesting
  • 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 $89 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.