What we charge

Administration

• Defined Benefit Plan *                                                   $950 plus $35 per participant                                               
• Defined Contribution Plan                                      $750 plus $25 per participant                                                       
• Form 5500/5500-SF Preparation Only               $350                                                                                            
• Form 5500-EZ Preparation Only                            $150

* - Reduced for "one-participant" and non-PBGC Plans

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.:        $950                         (document authorization link at bottom of page)        
•   Custom Designed Documents:     Starting at $1,750

Payment timing: 

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