Qualified Plans

Filomeno & Company has experts available to help you better understand options available for your qualified plan, as well as learn about your fiduciary responsibilities as a plan sponsor.

Our Qualified Plan department offers a comprehensive array of retirement plan services, including Third Party Administration. We partner with clients to meet their retirement goals and those of their employees, offering services to employers who are starting a new plan as well as those who currently have a plan.

Our experts hold a variety of designations, including QPA (Qualified Pension Administrator ) and QKA (Qualified 401(k) Administrator) and belong to the American Society of Pension Professionals and Actuaries (ASPPA) and have served on the Board of Directors of the CT Chapter of the National Institute of Pension Administrators.

Services We Provide:

• Plan Design
• Plan Document Preparation
• Summary Plan Description and required notices to participants
• Investment management and planning
• Enrollment meetings
• Daily plan administration
• Participant Statements
• On-line access to participant investment accounts
• Client Education as a plan sponsor
• Monitor pension legislation to determine how it affects your plan
• ERISA Audits