Peery & Associates provides consulting services to assist you with your company’s retirement plan selection and design. Our clients include privately-held and publicly-traded companies, public entities (cities), and nonprofit organizations.
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Peery & Associates, Inc
P.O.●●●● 897
Pes●●●ero , CA, 94060
US
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Peery & Associates, Inc
Peery, Catherine
P.O.●●●● 850
Pes●●●ero , CA, 94060
US
View this contact
Crossroads ISP
Crossroads ISP
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Peery & Associates, Inc. | ben-e-fit.com Reviews
https://ben-e-fit.com
Peery & Associates provides consulting services to assist you with your company’s retirement plan selection and design. Our clients include privately-held and publicly-traded companies, public entities (cities), and nonprofit organizations.
ben-e-fit.com
Peery & Associates, Inc.
http://ben-e-fit.com/forms.html
For your convenience, we have provided forms that are common to almost all plans in PDF format below. You will need Adobe Acrobat Reader. To view the forms. Please fax back the completed and signed forms to us at 650-879-1847. If you have any questions while completing the forms, please call your administrator:. Shannon Webb at 650-879-9442. Larissa Tibbles at 650-879-0819. Please note: Certain forms are unique to each plan, such as enrollment forms. If you need an enrollment form, please login. This Dis...
Peery & Associates, Inc.
http://ben-e-fit.com/services.html
Peery and Associates can perform several levels of plan administration based on your needs and wants. Though the core of our business is full plan administration, including trust accounting, discrimination testing, contribution allocations and 5500 preparation, we also offer specialized services at a reduced cost. We will work closely with you and your financial representatives to meet the needs you require to maintain a smooth running retirement plan. Plan Correction and Resolution. Audits come in two o...
Peery & Associates, Inc.
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Peery and Associates, Inc. provides consulting services to help you select and design a retirement plan that best fits your company. Factors To Consider In Selecting a Plan:. Which employee groups do you want to benefit? What nondiscrimination issues affect your plan? What tax impact do you want to achieve? What kinds of plans are there? How much will it cost to administer? Education and Employee Appreciation:. We provide you with Plan communication materials to encourage employee participation;. Plan Do...
Peery & Associates, Inc.
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For additional contact information, please visit our contact. Certified Pension Consultant, Qualified Plan Administrator. Founder and Co-Owner of Peery and Associates, Inc., Catherine has been in the pension business since 1976, specializing in Defined Contribution consulting and administration. Toll-free: 888-879-1846 x 101. Co-Owner of Peery and Associates, Inc., Larissa has been in the pension business since 2000 administering all types of Defined Contribution Plans. Toll-free: 888-879-1846 x 100.
Peery & Associates, Inc.
http://ben-e-fit.com/index.html
We provide consulting services to assist you with your company's retirement plan selection and design. Our clients include privately-held and publicly-traded companies, public entities (cities), and nonprofit organizations. Plan types administered by Peery and Associates:. Safe Harbor 401(k) Plans. Age-Weighted Profit Sharing Plans. 401 (a) and (h). Peery and Associates, Inc. Pescadero, CA 94060. Click here for our complete contact information. Powered by Citrix ShareFile. Payroll and 401k integration:.
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ADVANCING THE PROFESSION OF CHILDHOOD EDUCATION SINCE 1955. Board & Committee Chairs. Childcare Centers & Schools. Events & Registration. Safety & Licensing. PACE Spotlight & Chance. Public Policy & Action Center. The Workplace HELPLINE – a PACE Preferred Partner. BB&T Insurance Services of. California, Inc. – a PACE Preferred Partner. Everest National Insurance Company. Uren and Myers Insurance Agency. 8211; a PACE Preferred Partner. California Educational Center, Inc. Kaplan Early Learning Company.
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Peery & Associates, Inc.
We provide consulting services to assist you with your company’s retirement plan selection and design. Our clients include privately-held and publicly-traded companies, public entities (cities), and nonprofit organizations. Plan types administered by Peery and Associates:. Safe Harbor 401(k) Plans. Age-Weighted Profit Sharing Plans. 401 (a) and (h). We are the preferred TPA for these institutions. The best budget fit, the best business fit, the best benefit.".
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