Foley Benefits Group, LLC provides full service Third Party Administration.

  • Analyze the effectiveness of your present retirement plan design and investment options

  • Recommend the most advantageous plan design to fit your company goals

  • Offer proven, flexible investment options

  • Provide pre-approved IRS prototype plan documents

  • Counsel employees on-site regarding investment and retirement issues

  • Provide comprehensive recordkeeping and plan management

  • Prepare plan year-end reports and IRS tax filing

  • Keep administrative costs low, and offer more service than plans offered by most large financial institutions
For more information use our Information Request Form


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