Plan Administration

Plan Administration The services we perform will complement those offered by your custodian and other professional advisors. We prepare a checklist of all services required to administer a plan to be sure every item is being handled. Services generally are divided into the following categories: Participant Enrollment Allocation Of Employer Contributions And Forfeitures Investment Computation and...
read more

Consulting

Consulting Trustee/Fiduciary Consulting JM Pension Advisory, Inc. is not affiliated with any investment company or financial advisor. We do not sell any investment product. Because we are objective, we have been engaged as consultants on matters such as: Custodian search and analysis for your retirement plan Service provider fee analysis Fiduciary support Fiduciary training Review of potential...
read more

Resources

Links IRS Web site Department of Labor Web site Free Erisa Pension Benefit Guarantee Corporation Pension Rights Center Social Security Administration Social Security Calculators Newsletter Archive October 22, 2015, IRS Announces 2016 Plan Limits JM Pension Points: October 20, 2015 The “New” JM Pension Points, September 2015 JM Pension Points September 9 2014 JM Pension Points...
read more