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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.
Call Defined Benefit Services
toll free at: 1-866-269-2706
Monday - Friday,
9:30am-8pm EST
First Year Only
Base Fee |
$1,200 |
Per employer and each additional participant |
$50 |
First Year Only
Set Up Fees for Combined Defined Benefit and 401(k) Plans |
Employer = $1450 |
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First year and each year the plan is serviced
Base Fee |
$1,600 |
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Per employer and each additional participant Includes the following services:
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$100 |
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First year and each year the plan is serviced
Annual Administration Fees for Combined Defined Benefit and 401(k) Plans |
Employer = $2250 |
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(if applicable)
Takeover of an Existing Plan |
$650 |
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Participant Rollover |
$125 |
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Participant Loans |
$100 + $60/year |
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Basic Plan Amendment Fee |
$175 |
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Pension Benefit Guaranty Corporation (PBGC) Premium (if required) |
$295 |
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Employee Distributions |
$175 per termination |
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Plan Termination Services |
$1000 with no IRS submission |
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PBGC Plan Termination Services |
$1900 with no IRS submission |
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Special IRS Forms |
$195 |
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Special Requests |
$195 per hour |
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Note: The Annual Administration fee is billed 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 for the current year.
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Copyright 2001-2008 Leaffer Shapiro LLC. All rights reserved.
OnePersonPlus® is a registered trademark of Leaffer Shapiro LLC.