Hessel & Associates, LLC 1 Northfield Plaza Category: Pension and Retirement Plan Consultants
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More Contacts Of Hessel & Associates, LLC
847-441-2790 (Fax)
Company representatives
Phone: 847-441-5454
Email: moc.neplesseh@lessehekoorb
Bernadette Rosa, Pension Consultant
Phone: 847-441-5454
Email: moc.neplesseh@asorettedanreb
About Hessel & Associates, LLC
Hessel & Associates, L.L.C. is a full service third party administrator. We handle Form 5500 filings, nondiscrimination testing & annual repor
Our role is that of educator, catalyst, and facilitator, with the client as the ultimate decision maker. Hessel & Associates, L.L.C. gathers the data needed to prepare a pension plan proposal. The goal of this proposal is to maximize the client's tax position while accomplishing his/her retirement needs. After careful evaluation and consultation with the principals of the company and the client's tax and legal professionals, a decision is made regarding the type of plan or plans that best fulfill the client's objectives. Hessel & Associates, L.L.C. prepares a custom plan document and submits it to the Internal Revenue Service for review and approval. We continue to monitor our clients' plans as new pension laws are enacted.
Products and Services
- Form 5500 Filing
- Non-discrimination Testing
- Plan Documents
Opening Hours
We are open Monday through Friday.
- SundayCLOSED
- Monday8:30 AM to 5:00 PM
- Tuesday8:30 AM to 5:00 PM
- Wednesday8:30 AM to 5:00 PM
- Thursday8:30 AM to 5:00 PM
- Friday8:30 AM to 5:00 PM
- SaturdayCLOSED
Business categories
- Pension and Profit Sharing Plans
- Retirement Planning Services
Location Type
Headquarters
Employees
5 to 9
Years In Business
45
Memberships
- American Society of Pension Professionals & Actuaries
- CEBA
- Society of Actuaries
- American Academy of Actuaries
Additional information
The employees of Hessel & Associates, L.L.C., established in 1979, have over 125 collective years of experience in the pension industry, with an average length of service of 10 years.
Rating
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