Integrity Plans, LLC was founded in August 2016 by Laurie Patterson of Columbus, Ohio. Laurie is native to Columbus and earned her Accounting Degree from The Ohio State University. She then spent over 10 years as the Controller for a small business in Upper Arlington before moving to Mattison & Company, a local accounting firm. Shortly thereafter, she was exposed to the retirement plan industry and fell in love with the work. Laurie now has more than 25 years experience in the retirement plan industry. She was the former Director of Administration and Partner for a local third-party administration firm, Pension Resources LLC, and Director of Administration for another local administration firm, Niles Lankford Group. She has earned some of the highest credentials in the industry. She is a Certified Pension Consultant (CPC), and an Enrolled Retirement Plan Agent (ERPA). She is also a Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA). Laurie has become a leader in the industry with regard to her knowledge and commitment to servicing clients with the highest standard.
Integrity Plans, LLC provides third party administration services for employer sponsored retirement plans. Their client is the plan sponsor, and their services include plan design, legal plan document preparation, consulting, compliance, testing, reporting, disclosure and legal representation before the IRS.
Their expertise is in 401(k), 403(b), and 457 Plans. They will also provide service for Defined Benefit Plans when their current clients have the need for this additional plan type to further maximize their savings goals.
With 25 years in the industry, they are experienced and knowledgeable. They are available to take plan sponsor calls and emails, and their response is prompt, friendly, and helpful.
The firm will work closely as a team with the client's financial advisor and accountant to ensure there is clear communication regarding the deduction opportunities of the plan and the deadline for making contributions. For accurate accounting, they will provide the annual deduction amount as well as the contribution amounts overpaid or still owed to the plan.