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PENSERVCO CONSULTINGSERVICES

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Providing a profit sharing or retirement plan is one of the most significant benefits a company can offer to its employees, and there are numerous plans and options to select from. PENSERVCO's staff of highly skilled plan administrators can provide in-depth consulting on the various plans that are available.

Visit Benservco For Your Group or Individual Health Insurance Needs

One of the most valuable assets to a business are its employees and offering them a well managed profit sharing or retirement plan is a key benefit that can return huge dividends.

Consulting Service

Listed below are some of the most common and requested topics of consulting:

• Selecting the best plan for your company and employees • Selecting a financial institution to manage the funds • Legal and fiduciary responsibilities of the employer/plan sponsor • Determining who should select investment options • Money distributions from fund • Qualifications for Plan Participants • Changing or transferring of an existing plan

• Cost/fees to administer the plan • Selecting a Third Party Administrator • Keeping fund investments safe• Best options to secure fund/portfolio growth • Tax liabilities on distributions• Qualifications for highly compensated employees• Termination of an existig plan

If you need information on selecting a new plan, changing a current plan or just have questions about your current plan, PENSERVCO's experts can assist you.

We look forward to working with you ---- PENSERVCO Consulting Team

BENSERVCO