Certified By:
American Society for Pension Professionals and Actuaries
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Member of:
Melville Chamber of Commerce
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Other Affiliations:
NIPA - National Institute For Pension Administration
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American Retirement Association
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SHRM - Society for Human Resource Management
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PLAN TYPES 

We provide administration and consulting services for the following retirement plans and other benefits programs:

Qualified Retirement Plans

Basic 401(k) plans

Basic 401(k) plans with or without match

Safe Harbor 401(k) plans

Simple 401(k) plans

Roth 401(k) plans

Automatic Enrollment Plans

Profit Sharing Plans

New Comparability Plans

Combination Profit Sharing plus 401(k) option

Plans Integrated with Social Security

Plans with same contribution rate for all employees

Stock Bonus Plans

Other Retirement Savings and Benefit Programs

403(b) Plans (ERISA and Non-ERISA I)

Tax-Sheltered Annuities

457(b) and 457(f) Plans non-qualified plans for non-profit organizations

409A Plans non-qualified plans for businesses

SIMPLE IRAs

Simplified Employer Pension Plans (SEP)

Welfare Benefits Plans (plan design and consulting)

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