Over 20 years
in business


 Plan Selection and Design

 What We Have To Offer       Plan Selection and Design       Installation and Submission Administration and Compliance       Amendment and Restatement       Education and Communication Ongoing Support       Plan Terminations and Mergers       Owner Only 401(k) Plans

The first and most important step in the establishment of a qualified retirement plan is selecting the right type of plan for your company.  ERISA Consultants will review employer’s goals and objectives, evaluate business situation and needs, and design a qualified plan uniquely constructed to accomplish those goals and meet those specific needs.

As a means to assist prospective clients in the process of understanding their available options, ERISA Consultants has prepared Plan Fact Sheets detailing the key plan provisions for the most popular qualified plans.  These summaries provide all pertinent information that potential plan sponsors should consider prior to establishing a qualified retirement plan including, obligatory employer contributions, maximum annual limits, vesting provisions and reporting and disclosure requirements.

 

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Located at 216 Fayette Street, P.O. Box 68, Manlius, NY  13104.