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.


Pelion’s state-of-the-art technology enhances our ability to provide the highest level of service combined with the professional expertise that our clients and participants demand.  Please find an overview of our services below here, covering our Daily Valuation services, Participant Support services, Administration services, Plans Document services, and Recordkeeping services.

Please find more information about Plan Installation, Plan Administration, and some Additional Services by accessing the tabs to the left.

Daily Valuation

Pelion Benefits performs daily valuation of retirement plan accounts. Daily valuation is the daily assignment of value to each participant’s investment, where participants’ accounts are tracked in units. By keeping investment values up to date, participants can easily obtain current information on their account though a company website or a dedicated plan representative.

Specifically designed to handle the complexities of daily-valued plans, Pelion Benefits offers:

  • Easy employee and plan level queries
  • An upload of investment fund prices for a majority of publicly traded assts
  • Electronic transaction import or export of data and fund transfers
  • Electronic confirmation of trades
  • Capability to create user defined data links and file formats for seamless payroll processing

Participant Support Services

Pelion Benefits prepares and distributes customized enrollment kits. Our representatives will conduct enrollment and education meetings to review investment options and explain the plan provisions to participants. During normal business hours, participants may call a free hotline to obtain general information regarding their plan, or to get assistance when using our interactive Web site.

Administration Services

All for retirement plan administration including employee contributions, asset allocation, financial statements and loan processing are performed by PBI’s experienced team.

Plans Document Services

PBI works with plan sponsors to design and draft customized plan documents as well as Summary Plan Descriptions. We handle all IRS and/or PWBA plan submissions including amendment and terminations. We work to insure that plan documents are consistent with plan operations and free of any defects in the event of an IRS or DOL audit we assist plan sponsors.

We provide comprehensive administration and actuarial services for the following: 401(k), defined benefit, cash balance target benefit, profit sharing (including new comparability, cross-tested and age-weighted) and money purchase plans. Our services include an annual actuarial valuation report for plan funding, annual participant statements and benefit certifications when participants terminate, become disabled foe or retire.

Pelion Benefits offers comprehensive discrimination testing and prepared signature ready Form 5500 and required attachments for submission to the PWBA as well as Summary Annual Reports (SARs) for distribution to participants.

Recordkeeping Services

Pelion Benefits utilizes Relius Administration the recordkeeping software developed by SunGuard to provide a daily valuation for defined contribution plans including fully interactive participant and plan sponsor web applications. Participants may view account details including transaction history, loans, individual rates of return, web/automated telephone system changes, as well as Morningstar information and prospectuses for each mutual fund or ETF available under their plan. They may also change investment elections, make transfers, request loans and print statements on demand.

Plan sponsors have access to the most recent versions of all plan documents and forms such as the Summary Plan Description, enrollment forms, and beneficiary designation forms. Plan sponsors may view plan level account details including transaction history, web/automated telephone system changes and employee census information. They may upload files containing plan information such as contributions and print reports including termination packages on demand. Plan sponsors may also utilize all of the participant functions.

Let's Talk

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