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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:
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$350.00
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For paper census
submission:
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# of people X
$5.00 (per person)
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$__________
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Total:
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$__________
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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:
A copy of your plan(s). For
prototype plans, we only need the Adoption Agreement
A copy of your recent
non-discrimination test. Include the 401(k) test if your plan
is a 401(k).
Census
information regarding your employees. You can click
here
for
an Excel file complete with instructions.
Calculate your fee. All fees
must be paid in advance.
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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