| Bentley Employee Benefits
Bentley Employee Benefits Group LLC,
a DiSanto, Priest & Co. Affiliate
Bentley Employee Benefits Group leverages the experience and expertise of our professional staff to provide employers a single provider for their benefit plans from design through record keeping, reporting and compliance. When employers choose the Bentley Employee Benefits Group, they are guaranteed to receive careful attention to their individual needs and a plan specifically designed for their situation. Our services include:
Administration:
- Allocation of contributions
- Calculation & allocation of forfeitures
- Benefit distribution
- Loan administration
Design:
- Plan type selection
- Plan document preparation
- New participant orientation
Reporting:
- Form 5500 preparation & review
- Summary annual report
- Periodic participant statements
- Annual census
Compliance:
- Plan compliance testing
- Plan document preparation
- Trust accounting services
For questions regarding these services, please contact Paul R. Merlino, Esq. paul@bentleyebg.com | |
