28 Demond Place • Somerville, NJ 08876

PATHWAY Retirement Resources

 

Your retirement plan

Your employees have worked for you for years, and now it is time for them to enjoy each and every day. But how can they get to that point while maintaining their lifestyle? Retiring can be frightening; they want to be sure that their savings are enough to last through retirement. 

Pathway Retirement Resources, LLC has helped 1000s of business owners over the past 30 years prepare for this very moment. The team will design a plan that will not only grow with you, but have the flexibility to change as your business does.

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We Are Experts and Trusted Advisors

Our services include

  • Initial Consultation
  • Proposal/Feasibility Study and Existing Plan Review (if applicable)
  • Document Preparation and Plan Installation
  • Annual Plan Administration
  • General Design and Compliance Consulting Services

We can establish and administer
the following types of plans:

  • Profit Sharing
  • 401(k)
  • Defined Benefit (including Cash Balance)
  • Money Purchase and Target Date
  • 403(b)
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Plan Design

Plan Design

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Documents

Documents

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Our Assessment Process

Our Assessment Process

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Administration

Administration

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We know your business is unique, so the phrases “in the box”, “cookie-cutter” and “one-size fits all” are NOT in our vocabulary.

 

“Pathway Retirement Resources, LLC is an independent third party retirement plan administrator, not affiliated with any insurance, investment, accounting, or legal firms.

Our fee-for-service approach is unbiased and provides the most flexible environment for our clients to choose their investment provider. We can accommodate virtually any brokerage firm, custodian, record keeper, or carrier.”