28 Demond Place • Somerville, NJ 08876

Services

We Are Trusted Advisors With Over 30 Years of Experience

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:

  • 401(k) Profit Sharing
  • Defined Benefit  and Cash Balance Plans
  • 403(b) Plans
Comprehensive Analysis

To understand your goals we need to understand what you are currently working with. If you don’t presently have a plan, our in-depth fact-finding with you, and your other advisors will help us provide the perfect plan for you and your business. If you already have a plan, that same analysis will help us determine whether or not it’s still the best option, and be certain that it’s in full compliance.

Business Development

Retirement plans are not static. They often need to change as you grow your business. We can help your business appeal to the right talent.

Documents

“Qualified” retirement plans are governed by very specific regulations from the Internal Revenue Service and Department of Labor. From Plan and trust documents to trustee agreements, QDRO procedures, and summary plan descriptions, we can help.

Administration

Pathway Retirement Resources acts as the third-party administrator (TPA) for your company’s retirement plan, leaving you to manage the day-to-day of your business.

Plan Design

No two plans are the same, and no two companies or individuals are either. We will work together to create the best plan for your goals and budget.

Nationwide Consultancy

Pathway Retirement Resources assists clients from coast to coast. Even If it is not geographically possible to meet, we can still manage your needs.

We have over 30 years of experience as trusted advisors.

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