福利视频

Retirement Plan Administration

Investment Professionals

 

福利视频, Inc. is an independent third party administration firm that has been working with Investment and Financial Professionals for nearly 30 years providing administration and record keeping services for their Employer Plan Sponsor鈥檚 401(k) and Profit Sharing Plans. 聽We take pride in our relationships with Investment Professionals and have many that we have worked with for more than 20 years.

Whether you are a retirement plan expert with several plans or just starting out in the retirement plan marketplace, we are here to聽help. 聽We offer services that can be bundled or unbundled to match your needs. 聽If you have a new plan, we can provide plan design consultation, plan documents, administration, compliance testing and preparation of government forms and reporting. 聽Or, if your client already has a plan that has a document and you are looking for a new administrator, we can help.

福利视频, Inc. offers Investment Professionals the ability to be involved as much or as little as they wish. 聽We can tailor our services to your needs, working directly through the Employer Plan Sponsor or through you as their advisor.

As our partner, you are our client too. 聽We will work hard to maintain our relationship with you and your relationship with your employer plan sponsor. 聽We currently have Investment Professionals located in all regions of the country and are experienced at working over long distances with them and their client employers.

We are experienced, accurate, timely, and responsive. We can help!

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福利视频