Pension Plans


Interested, or have any questions? Please feel free to Contact Us


401K Plan, Benefits Plans, Profit Sharing

We provide pension services through a separate division called Beneflex, Inc. Under this name we are a full service pension design and administration firm, dedicated to meeting the pension needs of individuals, sole proprietors, and corporations with a wide range of services. Our services include, but are not limited to, eligibility verification, contribution calculation, allocation of benefits, vesting determinations, completion of 5500 Series (including filing with IRS), completion of summary and annual reports, preparation of individual participant statements, preparation of trustee/employee notices, joint survivor notifications, top-heavy and related calculations. Additional services include preparation of all forms and filing with the Internal Revenue Service (IRS) and/or Pension Benefit Guaranty Corporation (PBGC), preparation of employee elections and notices, as well as completion of 1099-R forms. We can also review plan documents and prior records and file setup. We further offer prototype documents, both standard and non-standard, adoption agreements and summary plan descriptions. Rounding out our services we offer complete Section 125 premium-only plan documentation and administration.

  • Plan Design and Administration
  • 401 K Plans
  • Defined Benefits Plans
  • Target Benefit And Age-Weighted Plans
  • Profit Sharing Plans
  • Money Purchase Plans
  • Plan Installation and Termination
  • Actuary Services
  • Plan Documentation

Diversified Portfolio

Your Total Employee Benefits Specialist

ph: 315-426-0540
fax: 315 451 2301
7785 Henry Clay Blvd
Liverpool, New York 13090