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| Plan Set Up |
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Base Fee
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$1,200 |
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Per employer and each participant
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$50 |
| Annual Administration |
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Base Fee
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$1,500 |
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Per employer and each participant
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$100 |
| Other Services (if applicable) |
Takeover of an Existing Plan | $650 |
Participant Rollover | $75 |
Participant Loans | $100 + $60 per year |
Pension Benefit Guaranty Corporation (PBGC) Premium (if required) | $245 + $18 per
eligible employee per year |
Employee Distributions | $100 per distribution |
Plan Termination Services | $1,000 with no IRS submission |
Special IRS Forms | $170 |
Special Requests | $100 per hour |
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Note:
A full calendar year's administrative fee will be charged each year on a quarterly basis. Shortly after establishing the plan your client will receive an invoice that will bring the plan current with the quarterly billing cycle.
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Note
The full Annual Administration fee applies to the first plan year regardless of when during the year the plan is established.
In the first plan year only there will be both a Plan Setup fee and an Annual Administration fee.
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