Pension Plan Services

Defined Benefit Plans

A pension plan that provides for retirement income that is stated as a percentage of one’s annual earned income.

401[k] Plans

401(k) plans are salary deferral plans. Employees may have a maximum amount deducted from salary and deposited to their account.

Profit Sharing Plan

A Profit Sharing Plan is an employer sponsored retirement plan in which the contributions are made solely by the employer. 

Cash Balance Pension Plans

A cash balance plan is a defined benefit plan that defines the benefit in terms that are more characteristic of a defined contribution plan.

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The Latest Pension News

Fall 2023: Cost of Living Adjustments for 2024

Fall Newsletter Sneak Peek In this edition, we discuss: Cost of Living Adjustments for 2024 Considering Changes to Your Business? Don't Forget About Your Plan! Good News on Catch-Up Contributions News Alert! Grace Periods Extended for EFAST2 Login Credentials Upcoming...

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Summer 2023: Bonds: Is your plan covered?

Summer Newsletter Sneak Peek In this edition, we discuss: Bonds: Is your plan covered? It doesn't hurt to double check! We're here for you! Are Changes Needed to the Plan? Upcoming Compliance Deadlines Click on the button below to read the entire article...

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Orlando Office

Telephone: 888.412.4120