Which Plan is Right For You?

 

 

 

 Profit Sharing Plans

401(k) Plans

Pension Plans

Security Administrators, Inc. (SAI) provides a complete range of services for employee retirement plans. These include administrative, actuarial, retirement plan consultation, & design services.

 

With more than 30 years' experience, we can assist you in designing and maintaining your retirement plan. Below are some of the ongoing administrative services we can provide:

 

    • Annual IRS Form 5500 preparation

    • Annual valuation and record keeping

    • IRS submissions for document approval and correction programs

    • Loan programs and record keeping

    • Non-discrimination testing

    • Participant eligibility, vesting, and allocation determination

    • Participant payout calculations

    • Participant statements

    • Plan amendment

    • Plan termination

Security Administrators, Inc. • 105 Court St. • Binghamton, NY 13901 • 1-877-SAI-BING (724-2464)