Pension Review Services

Firm Profile

Key Contacts

Sue Feller, 631-465-0850, sfeller@pensionreviewservices.com

Michael Rosenbloom, 631-465-0850, mrosenbloom@pensionreviewservices.com

Website

http://www.pensionreviewservices.com

Est. 1992

State(s) with a Physical Presence

NY

Sponsored Plans Supported

250

Kinds of Plans Supported

  • 401(k)
  • Traditional Defined Benefit
  • Cash Balance/Hybrid
  • Profit-Sharing
  • Money Purchase Pension

Target Market

Micro, small, medium companies

Services Provided

  • Compliance Support
  • Preparation of Loan Paperwork
  • Non-Discrimination Testing
  • Plan Design Consulting
  • Actuarial Calculations & Support
  • Form 5500 Preparation
  • QDRO Review
  • Hardship Distribution Requests
  • Enrollment Meeting Support