Professional Benefit Services, Inc.

We have made extensive changes to the web site including many new pdf format forms. 

A completely new web site will be launched in early 2008!

 

Up
Getting Started
Retirement Q & A
Retirement Fees
Forms
Distributions
Loans
Hardship
Safe Harbor

401(k), Profit Sharing and Money Purchase Plans

An employee retirement plan is an integral part of any employer's compensation package.   Whether you already have a plan and require annual administration or need assistance in establishing an appropriate plan for your employees, Professional Benefit Services, Inc. can help. It may be as simple as performing on-going annual administration or providing the legal documents to establish a Plan.

Each business has unique requirements that must be accommodated in order to offer the most advantageous Plan and keep Plan costs affordable.  Professional Benefit Services, Inc. is committed to making Plan administration fit your needs, the needs of your employees and making it simple and affordable. 

If you are interested in setting up a retirement plan or have chosen an investment vehicle and need assistance with administration and compliance, follow the links Getting Started, Fee Schedule and Q & A.  You can also email us with general questions at retirement@profben.com.

If you are already using our Plan services and need commonly used forms or have questions about distributions, follow the links Forms and Distributions.

Here is a brief list of the Retirement Plan Services we provide:

  • Preparation of Plan Documents/Amendments/ Terminations
  • Trust Accounting, auditing and recordkeeping
  • Discrimination testing
  • Quarterly, semiannual or annual reports for the employer and/or the employee
  • Completion of all tax forms
  • Distribution and loan processing
  • All standard forms, etc. needed to keep your plan operating smoothly
  • Easy access to our staff through a toll free number and email

 

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