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...
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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 Development and maintenance of fiduciary...
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Resources

Links IRS Department of Labor EFAST2 Pension Benefit Guarantee Corporation Pension Rights Center Social Security Administration Social Security Calculators
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