SERVICES

 

Financial Advisors, Agents & Brokers

 

By partnering with magii pension services, you gain a competitive edge for presenting new concepts to potential Clients. We can also review your existing Clients’ plans to ensure they are up to date and optimized for efficiency.

 

We strive for the best in plan design and service. By leveraging your time and contacts with our expertise, we can help provide an ideal solution for your Plan Sponsors.

 

We can help by:

 

  • utilizing recent tax code amendments to increase benefits and annual contributions

  • significantly increasing tax-deductible contributions

  • increasing assets in the plan

  • providing maximum leverage to owners

  • meet all governmental regulations and compliance requirements

  • working in conjunction with CPAs and Attorneys

 

 

Plan Sponsors

 

As an independent third-party administrator, magii pension services focuses exclusively on qualified employer-sponsored retirement plans. We will work closely with you and the financial advisor and custodian of your choice to efficiently set up a new plan or transition your existing plan from the current provider. We are your retirement planning partner.

It is our goal to not only to do our work well, but to make sure you are comfortable with your role and responsibilities as a Plan Sponsor. We will provide the resources you’ll need to ensure fulfillment of your obligations as a qualified retirement plan sponsor.

 

 

magii pension recognizes two simple truths:

 

  1. Retirement plans are very complex

  2. You have better things to do with your time than worry about your retirement plan

 

We will work with you every year to make sure that your plan is optimized to meet your needs and IRS compliant. We will make recommendations based upon legislation, changes to your corporate structure, changes to your employee base, and changes to your financial situation.

 

We also provide customized and IRS-approved Plan Documents, including:

  • Volume Submitter Plans

  • Adopting resolutions

  • SPD’s (Summary Plan Descriptions)

  • Loan procedures

 

Although we can work with plans of all organizational types, we have specific industry experience in the following areas:

  • Charter Schools

  • Non-for-Profits

  • Construction/Contractors

  • Medical Practices

  • Closely Held Businesses

 

 

 

It is our pleasure to help you! Please feel free to contact us with any questions you may have.

 

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Contact Details

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magiipensionservices 
490 Wheeler Rd,
Suite 265,
Hauppauge, NY 11788

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