THE PENSION STUDIO SERVICESThe Pension Studio provides consultation on plan design and on-going administration and support to employers seeking to establish a pension plan. We offer access to platforms that provide revenue sharing back to the plan or the referral source. Revenue Sharing can substantially reduce the plan's administrative costs. All revenue sharing agreements are fully disclosed to plan sponsors.
There are four basic actions necessary to have a tax-advantaged plan which we take care of with your input:
- Arrange a trust fund for the plan assets
- Develop a record-keeping system
- Provide plan information to the participants
The Pension Studio takes care of some of the most important aspects of operating the plan. Elements of a plan that need to be handled include:
- Participation
- Participant access
- Contributions
- Vesting
- Nondiscrimination Testing
- Investing 401(k) monies
- Fiduciary responsibilities
- Disclosing plan information to participants
- Reporting to government agencies
- Distributing plan benefits
 Free Downloads:
» Meeting Your Fiduciary Responsibility
» Plan Testing Summary
» Qualified Plan Sales Tips for Investment Professionals
» Roth 401(k) Plans
» Automatic Enrollment
» Safe Harbor Plans
» 403(b) Plans
» Defined Benefit and DB/DC Combination Plans
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