New York and Florida Retirement Plan Specialists
Retirement Plan Specialists
Heller Pension Associates, Inc. has provided services to tax-qualified retirement plans for more than 35 years. All of our administrators have over ten years of experience, and most over twenty years. All administrators have the Qualified Plan Administrator, and three have the Certified Pension Consultant designation with the American Society of Pension Professionals and Actuaries (ASPPA). Todd Heller, a partner in the firm, is also an attorney, licensed to practice in New York and Florida. We dedicate all of our time and resources to providing these services. We do not sell any products (e.g., insurance or investments), nor do we have any relationship with any financial institution or insurance company.
Plan Design and Administration
Our firm specializes in designing and restating tax-qualified retirement plans for small to mid-sized companies. In that regard, we are able to take advantage of several techniques to leverage plan contributions to the owners of such companies. Once the plan is designed or restated, we provide all required administrative services to the plan, including the calculating of plan contributions, all required nondiscrimination testing, the processing of all plan distributions and loans (if applicable), and the filing of all applicable forms (including the annual Form 5500, Form 1099R, Form 945, and any required PBGC filings). Our annual administration fees are all-inclusive, and include all required plan restatements and amendments.
As part of our annual service, we provide a full consulting service with respect to retirement plans, including reviewing each plan on an annual basis to determine whether any changes are recommended. We also provide consulting services to business owners, attorneys, accountants, and other service providers in matters related to retirement plans.
QDROs and Pension Valuations:
Our related entity, Heller Pension Consultants, Inc., prepares and reviews qualified domestic relations orders (QDROs) in divorce cases. Heller Pension Consultants, Inc. also calculates pension valuations in matrimonial and personal injury cases.