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:

  • Plan Changes

  • Adding Loan Provisions, or Setting up Loans on our System

  • Special Consulting

If you have any questions about our prices, please contact us at ALI Actuarial & Retirement Plan Services.