(631) 969-2200 
SCHWEITZER & COMPANY, LLC

Services we offer...

  • Retirement Plan Proposals


  • Plan Installation


  • Annual Administration Valuation Report


  • Preparation of Employer and Participant Statement of Account


  • Determine minimum funding contribution requirement each year


  • 5500-SF & 5500-EZ filing preparation (along with any required accompanying schedules)


  • Discrimination Testing


  • Top Heavy Testing


  • Plan Restatements & Amendments to keep your Plan documents in compliance with current pension tax law


  • Plan Distribution Forms


  • Plan Loan Agreements & Amortization Schedules


  • Determine Required Minimum Distributions (RMD)


  • Supply Beneficiary Designation Forms