Why Us
With more than 30 years in the business of successfully administering retirement plans, we’re certainly specialists. But we think the most important thing we do is build relationships, one client at a time.
In fact, that’s what sets us apart.
We Serve People, Not Numbers
We serve people, not numbers.
Sure, the numbers have to add up, the forms have to be filed on time and regulations followed to the letter. Those are givens, but beyond that, we understand that what we’re really doing is helping people – business owners and their employees – achieve that all-important goal: retirement.
And really, getting to retirement isn’t enough. Living through a secure retirement is the real goal.
And really, getting to retirement isn’t enough. Living through a secure retirement is the real goal.
Our job is making sure you excel at yours.
We’re experts in retirement plan administration so you don’t have to be. It’s really that simple. When you turn it all over to us, you’re giving yourself more time in the day to do what you do best.
We know what “full service” really means.
Each of our clients works with a dedicated plan administrator – just one, not several. That’s your expert, the one who answers your questions, finds solutions to your challenges and tweaks your strategies. That’s the expert who understands your business, your challenges, your goals.
“I have been a pension professional for over 45 years and it has been one of my great pleasures to know and work with Michele Belladonna. I have seen her grow from a novice in the industry to her present position as a partner in her own firm and without equivocation, I considered her the best pension administrator I have ever worked with.”
– Dan, Advisor
We’re leaders in retirement plan administration.
How can we help you get where you want to go?
Phone: (732) 747-1540
Email: [email protected]