Design and Adoption of a Retirement Plan (One-Time Charge):
If Done Over Website: $1,995/First Plan; $995/Each Additional Plan
If Not Done Over Website: $2,295/First Plan; $1,150/Each Additional Plan
Retirement Plan Annual Administration Services (Each Year, Including the First Year):
Basic Fees: $1,200/Year, Plus
Per Employee Fees: $100/Year Per Additional Employee (beyond 1)
Discount for Early Filing: 10% if no 5500 filing extension required
The annual administration fees may be reduced if you have more than 50 employees, or if your plan has any simplifying features. Please call or email us for a more precise quote.
Services included are ALL OF THE SERVICES listed under Services. No additional charges for:
Set-Up On Our Administrative System or Plan Takeover (usually)
Fund Transfers, Unusual Investments, or Individual Brokerage Accounts
Benefit Distributions or Age 70 1/2 Calculations
Participant Phone Calls
Items that may be subject to an additional charge:
Adding Loan Provisions, or Setting up Loans on our System
If you have any questions about our prices, please contact us at ALI Actuarial & Retirement Plan Services.