Bury Pensions
Bury Pensions

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.:        $1,200                    
  •   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)

 

 

 

 

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