2. Ask Us Why
We believe American businesses
and their employees can create
successful retirement outcomes
through customized planning
and intelligent design strategies.
Through our efficient retirement
solutions and thoughtful
consultation services, Benefit
Administration, Inc. (BAI) offers
tailored retirement plans that will
fit your needs today and well
into the future.
Dedicated Account
Management
Your assigned account manager provides
you with all ongoing administrative services,
including mandatory testing to demonstrate
compliance, annual report preparation, and
signature-ready Form 5500. Our account team
is highly-credentialed, diligent, and gives you
peace of mind.
3. Our Services Our Advantages
*Internal Revenue Services, Pension Benefit Guaranty Corporation,
and Department of Labor.
About Our Firm
BAI has been a Wisconsin-owned
small business since 1997. Our
employees have long careers in the
retirement business and a diverse
background to help you achieve
your goals. We proudly service over
500 clients and use our scale to offer
competitive pricing in the local
marketplace. We pride ourselves on
face-to-face customer touch points for
consultations and dedicated services.
Choice of Plan Types
Working closely with your financial advisor,
our custom approach to designing your benefits
plan draws from a full range of plan types and
investment companies. This flexibility allows us
to incorporate the best choices for your company
and employee needs. Our plans include:
— Defined benefit pension plans
— 403(b) plans
— Employee stock ownership plans
— Profit sharing plans
— 401(k) plans
— Roth 401(k) plans
— Money purchase pension plans
— Cross-tested/new comparability plans
Comprehensive Planning
In addition to your initial consultation and basic
administration services, you can enjoy the time
and cost-saving benefits of many more services
we provide:
— Plan design
— Plan documents
— Mergers and acquisitions
— Employee communications and enrollment
programs
— Plan installation and termination
— IRS, PBGC, and DOL forms and preparation*
Objective Consultation
— Unbiased third-party input
— Solutions for all plan types and sizes
— Services for your human resource team
and financial advisor
Personal, Responsive Service
— Organized, step-by-step implementation
— New participant tracking and notifications
— Single point of contact dedication
— Ongoing updates
Up-to-date Practices
— Diligent attention to retirement industry
developments and news
— Adherence to government compliance, rulings,
and regulations
— Regular attendance at key industry events
— Ongoing staff certification and continuing
education
— Use of the latest technology
4. Let Us Help You
Today’s employees rely on more than just an
hourly rate or salary. Many depend on a
comprehensive benefits package as an additional
supplement to their compensation. They also
need a retirement plan that speaks to them as an
individual and shows them how their plan will help
them realize their retirement dreams.
Let us help you design a retirement plan that
meets the financial needs of your company
while allowing you to attract and retain quality
employees that your business deserves.
Corporate Office
400 Ahnaip Street
Suite 200
Menasha, WI 54952
(920) 720-0005
Meet our team at
www.bainetwork.com
Offices in Menasha
and Madison.
