Peregrine Pensions, LLC and its principal, Steve 'Chip' Brown, have been designing and administering Qualified Retirement Plans since 1981. We specialize in the small business market, allowing you to receive more cost effective and personal service than larger firms. We are located in Marin County, California.
A well-designed and managed retirement plan is one of the most sought-after employee benefits and one that will help you attract and retain qualified people. At the same time, a retirement plan can provide you, as the employer, with tax benefits that enable you to make the most of your business's assets.
A well-designed and managed retirement plan is one of the most sought-after employee benefits and one that will help you attract and retain qualified people. At the same time, a retirement plan can provide you, as the employer, with tax benefits that enable you to make the most of your business's assets.
Services
Preparation and submission of documents to appropriate government agencies for review and approval, if required.
Trust Accounting: The Employer and/or Plan Administrator furnishes Peregrine Pensions with all information required to perform the Trust Accounting, including bank and brokerage statements, amortization schedules, etc. Peregrine Pensions will rely on information provided by the Employer, the Plan Administrator or its agents or any Trustee of the Plan as to the values of non-marketable securities, partnerships, etc.
Trust Accounting: The Employer and/or Plan Administrator furnishes Peregrine Pensions with all information required to perform the Trust Accounting, including bank and brokerage statements, amortization schedules, etc. Peregrine Pensions will rely on information provided by the Employer, the Plan Administrator or its agents or any Trustee of the Plan as to the values of non-marketable securities, partnerships, etc.
Reviews
Be the first to review Peregrine Pensions.
Write a Review
