Our Services
As a full service Third Party Administration firm, our primary responsibility is to serve our clients by establishing and administering Qualified Retirement Plans for their business.
This includes helping our clients through the entire process, starting with a Needs Analysis and then creating an optimized plan design that allows the business and its owners to achieve their goals.
We also work closely with the businesses HR Department as well as their other advisors such as Attorneys, Accountants and Financial Advisors to ensure a seamless installation and maintenance of the plan year after year.
We have broken down our main service offering into three major components as seen below. Please take your time and discover how way may be able to serve you and your business!
Retirement Plan Design and Implementation
The care that goes into the design and implementation of your retirement or employee benefits program is key to the plan’s ultimate success.
Plans can be designed as savings programs for employees, or as incentives for owners and key executives.
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Qualified Plan Administration
Quality plan administration is vital to ensure the plan’s continued effectiveness and overall success.
Donohue Feiman performs the following record keeping and administrative services:
- Preparation of participant statements
- Allocation and accrual of participant benefits
- Summary of plan assets and liabilities
- Preparation of government reports
- Periodic tax and legal updates
- Actuarial analysis and report preparation
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Consulting Services
The Employee Retirement Income Security Act (ERISA) is a complex body of law that must be explained in clear and understandable terms to plan sponsors and employees. In fact, ERISA requires that employees must be informed of the circumstances of their current benefit programs in plain language.
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As a full service Third Party Administration firm, our primary responsibility is to serve our clients by establishing and administering Qualified Retirement Plans for their business.
