Pegasus Group

Participant Account Manager Our Participant website enables secure online access to your personal retirement plan account information. Participants may login to: Select custom or pre-defined investment elections Change your deferral amount and personal data View balances and vesting Rebalance your account into new funds Schedule quarterly automatic account rebalance View pending transactions Review investment and…

The Pegaesus Group / Pegaesus Financial Gerard A. Mascolo, Enrolled Agent Admitted to Practice Before the IRS P.O.Box 547 Landrum, SC 29356 Toll Free: (855)232-9100 Office Direct: (864) 642-3531 Mobile:(781) 929-0002 Fax: (864) 642-3533 gm@pegaesusgroup.com www.pegaesusfinancial.com

Design Services Design and prepare documentation for defined benefit, defined contribution, 401(k), 403(b), Section 125, ESOP, fringe and welfare benefit plans and nonqualified plans. Consulting Services Plan termination, reorganization of poorly administered and regulation compromised plans, plan mergers and acquisitions, valuation for marital dissolution. ERISA compliance analysis. Assisting the plan sponsor with the selection of…

The Pegaesus Group – Privacy/Security Policy Updated: September 15, 2008 Policy Overview: At The Pegaesus Group, protecting our users’ privacy and security is among our top priorities. For this reason, we have adopted the following policy to advise you of your choices regarding the use of your personal information online. This policy describes what types…

Participant Account Manager Our Participant website enables secure online access to your personal retirement plan account information. Participants may login to: Select custom or pre-defined investment elections Change your deferral amount and personal data View balances and vesting Rebalance your account into new funds Schedule quarterly automatic account rebalance View pending transactions Review investment and…

IR-2009-94, Oct. 15, 2009 – The Internal Revenue Service announced cost-of-living adjustments applicable to dollar limitations for pension plans and other items for tax year 2010. Section 415 of the Internal Revenue Code provides for dollar limitations on benefits and contributions under qualified retirement plans. In addition, section 415 requires the Commissioner to annually adjust…

The Pegaesus Group – Privacy / Security Policy Updated: February 1, 2006 Policy Overview: At The Pegaesus Group, protecting our users’ privacy and security is among our top priorities. For this reason, we have adopted the following policy to advise you of your choices regarding the use of your personal information online. This policy describes…

1)  Customized enrollment meetings for new and non-participating employees in group and/or individual sessions 2)  On-going participant education that is focused on increasing employee participation and satisfaction with the plan; with major emphasis upon understanding the plan’s investment choices, the benefits of diversification and asset allocation in reducing risk, and planning for retirement needs. 3) …

Once you have enrolled in your plan, you will be able to access your account online. Here’s how to access your account…. On your plan’s Home Page , enter the Participant Login . Your social security number and PIN (personal identification number) are required to login. Once logged into your account, you can view your…

Design Services Design and prepare documentation for defined benefit, defined contribution, 401(k), 403(b), Section 125, ESOP, fringe and welfare benefit plans and nonqualified plans. Consulting Services Plan termination, reorganization of poorly administered and regulation compromised plans, plan mergers and acquisitions, valuation for marital dissolution. ERISA compliance analysis. Assisting the plan sponsor with the selection of…