Pelion’s state-of-the-art technology enhances our ability to provide the highest level of service and expertise. Pelion’s integrated services support a full complement of retirement plans. Specializing in expert plan design, administration and consulting for qualified employee benefit plans.

Additional Services

Additional Services are billed separately and include the following:

  • Actuarial valuation reports
  • Trust accounting in excess of two hours per quarter
  • IRS or DOL plan audit representation
  • Plan transition analysis and processing
  • Plan termination services
  • Plan amendment and document drafting services
  • Plan design consultation and review services

Plan administration fees are billed quarterly in advance. Fees applied to services performed during any calendar quarter or portion thereof.

If incorrect or incomplete information supplied by the Employer necessitates additional calculations or statements, services incurred will be charged to the Plan Sponsor.

Any services not outlined herein will be charged at hourly rates as applied in the discretion of the service administrator.

Let's Talk

We would be happy to discuss how Pelion can help you.