​​(631) 969-2200 

Services we offer...

  • Retirement Plan Proposals


  • Plan Installation


  • Cycle 3 Restatements


  • Annual Administration & Valuation Reports


  • Preparation of Employer and Participant Statement of Accounts


  • Determine minimum funding contribution requirements each year


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


  • Actuarial Certifications


  • Discrimination Testing


  • Top Heavy Testing


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


  • Plan Distribution Forms & Benefit Option Statements


  • Plan Loan Agreements & Amortization Schedules


  • Required Minimum Distribution (RMD) Calculations


  • Pension Benefit Guarantee Corporation (PBGC) Comprehensive Premium Filings.


  • Supply Beneficiary Designation Forms


  • Notary Public - in office and mobile options available