Fortune Benefits

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Our Firm provides comprehensive administration services to all of our Qualified Plans, which entail the design of Internal Revenue Service approved plan, the enrollment of employees into the Plan, the coordination of payroll and investment vehicles to be used as well as the ongoing support, such as the Valuations, Employee Certificates and Government Testing. Our Firm provides comprehensive consulting services to Clients and prospective Clients which enable them to decide which Qualified Plan best suits their particular needs. In addition, we are capable of conducting Internal Revenue Service and Department of Labor audits. Our Firm provides comprehensive Plan document consulting, design and implementation to insure that the Client has a Plan which meets all Internal Revenue Service and Department of Labor requirements. From Standardized to Non-Standardized Plans as well as Individually Designed Plans, we are able to complete the process in a timely manner.