Take advantage of our exclusive Plan Synergy Structure that offers an all-encompassing safety net for you and
In addition to our comprehensive employer/employee benefits services, we are proud to offer an array of complimentary workshops and seminars led by our Founder and CEO, Dawn Feniello Bressingham, specifically designed to educate retirement plan sponsors, business owners, CFOs, CEOs, controllers, human resources directors and administrators, investment and/or benefits committees, board members, trustees and decision makers of their fiduciary duties & responsibilities, ways to limit their exposure & liability, compliance issues and how to avoid them, updates on the latest regulations, and much, much more.
Creating Customized Plans to Fill Your Needs
A retirement plan has several components. Each
component must communicate and integrate with the
other to run smoothly, efficiently and effectively.
Our expertise, coupled with our unique and comprehensive
strategies, enable us to handle each of those components
under one roof, creating a seamless structure, and resulting
in uninterrupted management and maximum performance.
Whatever your needs, we’ll design a plan and provide the
services that are right for you. Put our team of trusted and
experienced professionals to work for you. Our team includes:
• Enrolled Actuaries
• ERISA Attorneys
• Credentialed Pension Consultants
• Third Party Administrators
• Insurance Brokers
• Certified Public Accountants
• Tax & Payroll Specialists
Delinquent Filer Voluntary Correction Program
We also offer a Delinquent Filer Voluntary Correction Program for companies who have not filed their past due Form 5500’s. The firm offers a cost effective way to correct this error and avoid penalties and/or plan disqualification.
Choosing the Services You Need
“I have been attending the Lunch & Learn lectures for a few years now... I never fail to come
away from the sessions without some new knowledge.”
– Barry W., CPA