Plan Administration
The Dolgoff Plan Corporation will be the administrator on all Dolgoff Plans. The administration fees will be billed directly to the corporate client.
| Fees will be offered as follows: | |
|---|---|
| Annual Fee | $450.00 Per Participant |
| Semi-Annual Fee | $295.00 Per Participant |
| Quarterly Fee | $190.00 Per Participant |
- All information of the corporation necessary for administration.
- All information of the insurance policy for each participant.
- The Dolgoff Plan Corporation will be named as a third party on all brokerage accounts pertaining to each plan.
The Dolgoff Plan Corporation will be informed and have access to all information pertaining to the following:
The above mentioned information is necessary and will be used to perform our administration obligations only.
The client will receive all pertinent information and forms necessary for all administrative purposes including a calendar year end summary of the program that will include all participants.
The administration shall include other duties not listed here and shall be conducted as part of the overall administration program.