We provide a comprehensive and cost-effective solution for Defined Benefit plan owners that requires very little of their ongoing time and effort.
We work closely with our plan administrator to ensure the set-up and ongoing administration of your plan is smooth and seamless. Our pension plan administrators are highly efficient and experienced; they are focused solely on designing and administering Defined Benefit plans.
What You Do
- Provide our pension administrator the information required to establish your Defined Benefit plan
- Open up your plan’s investment account (we help you do this)
- Make annual tax-deductible contributions to your plan (we help you do this)
- Enjoy significant tax savings along with a rapidly growing retirement nest egg
What We At Orion Do
- Formulate, in consultation with you, your plan’s investment strategy
- Design, construct and implement agreed-upon investment strategy
- Provide ongoing management of investment portfolio, including trading, rebalancing and periodic performance reporting
- Discuss with you any investment matters of interest or concern to you
What Our Plan Administrator Does
- Designs your plan using its proto-type plan document (with IRS opinion letter)
- Prepares actuarial calculations for your plan
- Provides the actuarial certification that makes your contributions tax deductible
- Prepares and annually files Form 5500 for your plan
- Completes annual actuarial valuation of your plan
- Does any consulting work requested by plan owner