Benefits Consulting

Blue Benefits Consulting Inc. - one of Blue’s entities - is positioned to help you meet your retirement plan objectives. We actively monitor the laws that relate to pension administration and keep you informed of their impact. Our innovative ideas and efficient administration services will keep your plan running smoothly, whether you need a new plan or modifications to an existing plan.

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  • Installation Services
    • Plan design tailored to the needs of your company and employees
    • Consultation with your financial consultant and your attorney to finalize plan provisions
    • Assistance maximizing tax advantages
    • Communication of plan provisions to your employees
  • Record Keeping Services
    • Employer contribution calculations
    • Income allocation to employee accounts
    • Application of forfeitures according to your plan
    • Non-discrimination testing
    • Plan-to-plan rollovers
    • Participant statements to employees
    • Compilation of necessary information to file annually with the IRS
  • Consulting Services
    • Assistance with plan design and changes
    • Cost projections of various design alternatives
    • Assistance with governmental or external audits
    • Ongoing support when participants reach age 70.5
    • Calculation of participant hardship withdrawal distributions
    • Reports of contribution deduction limits under Section 404 of the IRC