Home About Services Clients Advisors Learning Center Request Proposal Careers Links Contact Us
     

 

Services

Partner With us Today!

We utilize the traditional or balance forward method of accounting, or a state-of-the-art daily valuation method made available through one of the many alliances we have formed with various fund companies. We provide the following range of services and more:

»

Plan Design Illustrations
»

Plan Setup (New or Conversions)
»

Plan Document Drafting + Maintenance
»

Plan Administration
»

Plan Termination's
»

Plan Mergers
»

Plan Consolidations
»

5500 Series Preparation
»

Loan and Distribution Processing (I.E. hardships, terminated, etc.)
»

IRS Audits
»

Compliance Assistance
»

Executive Compensation - COLI, 457(f), SERPS

For Investment Advisors

Advisors: Be part of our Financial Advisor Network

For Our Clients

Financial Advisor Referral Program for Clients

 
     
Bio's Fund Companies Limits for 2017 Newsletter Directions Make Payment Email Directory Downloads

2003-2017 R.J.L. Pension Services, Inc. Privacy Statement