Fortune Benefits

Welcome to Fortune Benefits, Inc. Since 1992, we have specialized in providing Qualified Plan Administration services to a wide range of clients, including Sole Proprietor's, S Corporations, C Corporations, Partnerships, Limited Liability Corporations (LLC's), and Limited Liability Partnerships (LLP's). At Fortune Benefits, we are committed to helping all Americans save for retirement, and we are proud to have been pioneers in "Self-Directed 401(k) Plans" since 1992.

Our experienced team of professionals can help you with the design and implementation of all Qualified Plans such as 401(k), Defined Benefit, Profit Sharing, ESOP's, Cash Balance, Target Benefit and Money Purchase Plans. We work with companies of all sizes, from small businesses with a single employee to large corporations with up to 500 employees. Our Plan Design will help you determine the best plan for you and your company.

Our Services

At Fortune Benefits, we provide several services as third-party administrations, including:

• Administration: We provide comprehensive administration services to all of our Qualified Plans, which entail the design of Internal Revenue Service-approved plans, the enrollment of employees into the plan, the coordination of payroll and investment vehicles to be used, as well as the ongoing support, such as the Valuations, Employee Certificates, and Government Testing. Our team of experts is dedicated to ensuring that the administration of your plan is carried out smoothly and efficiently, allowing you to focus on running your business.
• Consulting: We provide comprehensive consulting services to clients and prospective clients, enabling them to decide which Qualified Plan best suits their particular needs. Our team of experienced professionals is well-versed in the latest regulations and guidelines set by the Internal Revenue Service and the Department of Labor, and we can provide expert advice on the design and implementation of your plan. We can also conduct Internal Revenue Service and Department of Labor audits to ensure that your plan is in compliance with all regulations.
• Documents: We provide comprehensive Plan document consulting, design, and implementation services to ensure that the client has a plan that meets all Internal Revenue Service and Department of Labor requirements. We can design both Standardized and Non-Standardized Plans, as well as Individually Designed Plans, and we are committed to completing the process in a timely and efficient manner.

Our Expertise

At Fortune Benefits, we bring you the expertise from the early days of ERISA in 1974 to the current events of today. Our team of experts is dedicated to staying up-to-date with the latest regulations and guidelines set by the Internal Revenue Service and the Department of Labor, allowing us to provide expert advice and guidance on the design and implementation of your plan.

We work with all Investment Houses, Banks, Mutual Funds, and Insurance Companies to help you with the most important aspect of any plan - making money. Our team is committed to providing you with the tools and resources you need to make informed decisions about your retirement savings plan.

Get in Touch

Whether you are a small business owner looking to provide retirement benefits to your employees or a large corporation seeking to enhance your existing plan, we are here to serve you. Contact us today to learn more about how we can help you design and implement a qualified retirement plan that meets your unique needs and goals.**