Getting Started

If you are interested in setting up a retirement plan or have chosen an investment vehicle and need assistance with administration and compliance, Professional Benefit Services, Inc. can help you.

First review our question and answer section and our fee schedule.

To set up all the necessary documents for your Retirement Plan, you will need to complete a Document Checklist.  Simply open the form, enter your document selections and print off the form to sign and date it.  The checklist can be faxed or mailed to our office.

If you want assistance with a plan other than a 401(k) or have questions about the checklist, please contact us at our toll-free number, 1-800-982-2012 or email us at retirement@profben.com.

Facts

• Any business, whether a C Corporation, S Corporation, partnership, sole proprietorship, or self-employed can establish a 401(k) retirement plan.
• The company sets the eligibility requirements, within certain government guidelines, at the time the company 401(k) plan is established.
• The company can establish a vesting schedule, within certain government guidelines, for the contributions the employer makes, if any, to the retirement plan.