RETIREMENT PLANS
Our Retirement 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.
Learn more about Professional Benefit Services in the About Us section, click on the Getting Started section to see how to begin, find out about our Services and Fees, or visit our Documents area.
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