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Everyone agrees that all employees need retirement benefits. The
problem has always been how to provide retirement benefits at a
reasonable cost.
Pension Services of WNY is pleased to offer a unique service to small
and medium sized employers. We can study your employee census and design
an unique plan that is sure to appeal
to employers and employees alike.
Our fee for service is only $350 if you submit electronically. If paper,
add $5.00 per person on your census. Either way, if you elect to use our
service, we will credit your company half the fee (up to $175) toward
the first year’s annual administrative charge.
Click here for
an explanations of terms used
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Base Fee: |
$350.00 |
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For paper census submission: |
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# of people X $5.00
(per
person) |
$__________ |
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Total: |
$__________ |
Simply complete the required forms as described below and return
them to us
Submission
Checklist:
In order to complete your study
we will need the following items:
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A
copy of your plan(s). For
prototype plans, we only need the Adoption
Agreement
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A
copy of your recent non-discrimination test.
Include the 401(k) test if your plan is a 401(k).
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Census
information regarding your employees.
You can
click here
for an
Excel file complete with instructions.
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Calculate
your fee. All fees must
be
paid in advance.
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Make your check
payable to: Pension Services of WNY, Inc.
Mail to:
950-A Union Road, Suite 31, West Seneca, NY 14224
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