Bury Pensions
Bury Pensions

What we charge

Administration

  • Defined Benefit Plan:                            $1,200                                                                    plus $45 per participant

 

  • Defined Contribution Plan:                   $950                                                                     plus $25 per participant

 

  • Standard 401(k) Plan:                           $1,050                                                                    plus $30 per participant

 

  • Form 5500/5500-SF Preparation Only:        $450

 

  • Form 5500-EZ Preparation Only:                  $150

 


Consulting Hourly Charges

  • Actuary:            $225
  • Administrator:  $125
  • Secretarial:        $30

 

QDROs

  • Hourly with a Cap of $350



 

Initial Consultation

  • FREE

 

 

Plan Documents/Restatement

  • IRS pre-approved document through              Employee Benefit Systems, Inc.: Starting at $1,200
  • Custom Designed Documents:     Starting at $1,750

 

 

Payment timing: After we have finished our valuation except for:

  • Administration (after valuation is completed)
  • Plan Document/Restatment (100% in advance)
  • Consulting Projects (retainer of 50% of expected fees)

 

 

 

 

Print Print | Sitemap
© Bury and Associates, Inc.

This website was created using 1&1 MyWebsite.