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Pension Plan Services

Plan Design and Administration That You Can Understand

Pension Services for Professionals

Retirement/pension plans play an important role in tax planning.  They provide a tax advantage for both you and your employees and they provide peace of mind for the future.  A great pension plan is one that is designed to meet your individual needs and your company’s financial goals.  Step one in the process is getting to know you, your company, and your employees and to understanding your objectives.  From there we design a plan that is tailored to your specific needs, whether it is a large dental practice or a single attorney legal office.    Excellent results require continuous plan review and recommendations for amendments to the plan if need be.  At Thomas & Fees Pension Services, Inc. we pride ourselves on personalized service.

Thomas & Fees Pension Services, Inc. is a third party administrator. 

We design and maintain plans, get the required Federal approval, prepare the documents, calculate terminated employee payouts and file the 5500 with the Department of Labor,  among other things.   We offer a variety of options for tax deferred plans such as but not limited to:  401(k), Profit Sharing and Cash Balance Pension Plans.

Each plan we design caters to your specific objectives.  There is a perfect plan for you and your company.  With your financial future, there is no question or concern too small.  We are here to help start your retirement planning and will be here for every change along the way.

 

Fatima Valji

Pension Administrator
pension@thomasandfees.com

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