8 N. Queen St., Suite 900

Lancaster, PA 17603

(800) 815-9654

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• Services
• My Markley Plan
• Retirement Plan Design & Compliance Services
• Specialized Services
• Qualified Retirement Plan Services
• Actuarial Services
• Divorce Valuation
• Additional Services

Qualified Retirement Plan Services

With experts who understand every aspect of the field, you can be assured that our Enrolled Actuaries and Certified Pension Consultants can help you determine which qualified retirement plan is right for you and help you implement it in the most advantageous manner.

• Plan Document Implementation and Document Submission for IRS Determination Letter, including Prototype Plan Sponsorship
• Compliance, Administrative and Recordkeeping Services to:
• Defined Benefit Plans
• 401(k) and Profit Sharing Plans
• 403(b) Tax Shelter Annuity Plans
• Prevailing Wage Plans
• 457(b) Plans
• Multi-Employer Plans
• Employee Stock Ownership Plans (ESOPs)
• Plan Merger and Spin-Off Consulting, including Form 5310-A Preparation and Filing
• Plan Termination Services, including Form 5310 Preparation and Filing