Welcome to The Pegaesus Group

Thursday June 20th, 2013 - 2:56 AM
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Administrative Record-Keeping and Custodial Services
Design and Consulting Services
Compliance & Audit Preparation Services
Dedicated Participant Education
Lowest Cost Institutional Investments

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 investment choices utilizing objective techniques and criteria.

Administrative Compliance Services

Defined benefit plan and municipal plans actuarial services. 401(k) and 403(b) compliance testing. Testing of age-weighted and cross-tested plans.

Audit Preparation Services

Preparation of all documents required by the plan's auditors minimizing the plan sponsor's staff involvement.

Administrative Record-Keeping and Custodial Services

Daily valuation of participant accounts. NFCC trading platform and nationally recognized custodial trust companies. Participant and administrative website with state-of-the-art data management and report generation capabilities.

Participant Services

24-hour, 7-day call center staffed by knowledgeable and dedicated service personnel. All participant needs i.e., information, distributions, loans etc. are serviced without the intercession of the plan sponsor's staff. On-site participant investment education performed by a national staff of highly qualified professionals.

What we provide for the participant...
	Fast and secure web access to all account information with all necessary change and request forms;
	Personal Service and a 24-hour, seven-day call center;
	The lowest-cost investment experience (never any loads, 12b-1 fees, finder's fees or other compensatory amount paid to brokers or advisors);
	Institutional share class and exchange-traded funds, self-directed brokerage accounts;
	Complete record keeping and daily account valuation;
	Comprehensive on-site investment education and retirement planning seminars.
What we provide for the plan sponsor...
	A highly reliable outsource for your company's retirement plan needs, requiring minimal involvement of your employees in servicing the needs of participants;
	An automated data management, enrollment, distribution handling, loan origination and maintenance, and report generation system;
	Compliance monitoring by seasoned professionals with over forty years of experience.

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Plan Administration Services:

Defined Contribution Plans
- 401(a), 401(k) and 457
Defined Benefit Plans
Non-Qualified Plans
Benefits Consulting
Plan Design
Compliance Compromised Plans
Plan Mergers and Terminations

Online Services:
Fast and convenient services for our plan sponsors, participants, and plan auditors.