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OUR SERVICES
Benefit Administration is an independent Third Party
Administration firm that consults with you and your company’s
investment professional to determine which type of qualified
retirement plan is the best for you and your employees. Once
your benefits package is established, we administer your plan with
comprehensive services and expertly trained and certified staff.
Choice of Plan Types
Working closely with your investment advisor, our custom approach
to designing your benefits plan draws from a full range of plan
types and
investment companies.
This flexibility and expertise allows us to incorporate the best
choices for your company and employee needs. Our plans
include:
- Defined Benefit Pension Plans
- 403(b) Plans
- Employee Stock Ownership Plans
- Profit Sharing Plans
- 401(k) Plans
- Roth 401(k) Plans (when available)
- 457 Plans
- Money Purchase Pension Plans
- Cross-Tested/New Comparability Plans
- Flexible Benefit Plans
- Cash Balance Plans
Comprehensive Services Available
In addition to initial consulting and basic administration
services, you can enjoy the time saving and cost saving benefits
of the many related services we provide:
- Plan Design
- Plan Documents
- Mergers and Acquisitions
- Enrollment Meetings
- Plan Installation
- Personalized Enrollment Statements
- Plan Termination
- Employee Communications and Enrollment Programs
- Personalized Benefit Statements
- IRS, PBGC, and DOL Forms and Preparation
Focused Approach
We do not sell any investment products. As an independent
consulting and administration resource, our focus is on what is
right for your company. The advantage of our approach is based on
practical experience and our certified expertise. |
