Pension Plan Review

Pension plans are exposed to substantial risks. To alleviate problems, we can provide a pension plan review with:
  1. Pension Plan Design

    Is the Pension Plan accomplishing its objectives? How can it be modified?
    Are employees receiving contributions consistent with the plan's objectives?

  2. Pension Plan Administration

    Is the employer aware of all paperwork requirements?
    Is all pension paperwork being completed properly and in a timely manner?

  3. Pension Plan Communication

    Is the plan properly communicated to employees?

  4. Pension Plan Investments

    Are pension plan investments earning an adequate return?
    Are pension plan investments adequately diversified?
    Are plan fiduciaries properly fulfilling their responsibilities?

  5. Special Problems

    If you need your pension plan reviewed, please feel free to call us at 718-793-9885 or send us a description of what you need on the short form below:

    Company's Name:
    Phone number:
    What I need reviewed:

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