Marvin Benefits Consulting, LLC specializes in the qualification, design and administration of qualified retirement plans.

    Our services include plan installation, extensive recordkeeping, trust reconciliation, compliance testing, participant communication and 5500 preparation. Our goal is to provide every client with a retirement or cafeteria plan that mutually benefits both the employee and employer.

    Additionally, our services include extensive research in the ERISA area, communication and consulting to plan participants and representation before the Internal Revenue Service.

    We will look at your financial goals to design, install and administer a qualified retirement plan or flexible benefit plan that is custom-designed to fit your needs.

Why Do You Need Help?

Maintaining your own benefits package can prove challenging for many reasons:

• Time constraints

• Limited resources

• Confusing & Changing Legislature

• Not Cost Effective

• Changing face of the Workforce

What Can Marvin Do?

• Plan Design

• Plan Installation

• Plan Document Maintenance

• Plan Valuation

• Contribution Calculation

• Compliance Testing

• Prepare all IRS & U.S. Dept. of Labor Filings

• Customer Service Support

• Conduct Employee Meetings

• Cafeteria Plan Installation

• Types of Customized Plans:

              -   401(k) Plans

              -   Age-Weighted

              -   New Comparability

              -   Profit sharing with or without integration

              -   Money purchase

              -   ESOPs

              -   Non Qualified Deferred Compensation Plans

              -   403(b) Plans

              -   Section 125 Cafeteria Plans

Why Marvin Benefits, LLC?

• Experience in the Industry

• Dedicated staff and resources

• Continuing education in changing legislature

• Targeted software program

• We speak the language

• We understand your business

• We offer your organization the right amount of assistance

Quality

Reliability

Experience

Contact your local Marvin Benefits Consulting, LLC

representative today to find out what we can do for you!

(518) 785-0134