Altigro Pension Services, Inc.

Firm Profile

Key Contacts 

Steven Greenbaum, 973-439-0200, steven.greenbaum@altigro.com

Brad Greenbaum, 973-439-0200, brad.greenbaum@altigro.com

Website – http://www.pension.altigro.com

Established 1973

State(s) Where We Have a Physical Presence – New Jersey

Employment-Sponsored Plans Do You Supported – 823

Target Market – 1 to 500 lives

Plans Supported:

  • 401(k)
  • Traditional Defined Benefit
  • Cash Balance/Hybrid
  • Profit-Sharing
  • Money Purchase Pension
  • 403(b)
  • 457
  • Non-qualified Deferred Compensation

Fee Structure 

A base fee plus per participant. Also, we will offset billing by revenue sharing on large plans.

Services Provided:

  • Compliance Support
  • Preparation of Loan Paperwork
  • Processing of Loan Applications
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Plan Audit Support
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • QDRO Review
  • Hardship Distribution Requests
  • Plan Committee Meetings
  • Employee Education