Limestone Pension Associates

Expertise and Experience

Financial services in Wilmington, DE (show on map)

5.0

★★★★★

1 reviews

Provides custom plan design, consulting, documentation, actuarial services, valuations, and annual government reporting for small to large businesses.

Call (302) 479-8817

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About

Limestone Pension Associates, LLC, established in 1985, specializes in custom retirement plan design, consulting, documentation, actuarial services, valuations, and annual 5500 and other government reporting for businesses ranging from single participants to several thousand. The firm emphasizes long-term, high-trust relationships with clients, investment advisors, CPAs, legal professionals, and other partners to ensure quality service and ease of focus on core business activities.

They work with various 401(k) recordkeeping platforms and maintain memberships with the American Society of Pension Professionals & Actuaries.

Custom plan design aligned with employer objectives

Efficient, prompt, and accurate administration

Direct access to dedicated administrator

Strong communication with clients and advisors

Independence from investment assistance and plan asset holding

Services

Services for Employers

Comprehensive retirement plan administration from start to finish, including custom design, documentation, annual reporting, compliance testing, and audit services.

Custom plan design Signature-ready documents Single dedicated administrator Strong communication with clients and advisors Plan termination services

Services for Professionals

Assistance for professionals in the sales process of qualified plans, including technical support and flexible service models.

Early engagement for plan sales Technical assistance for qualified plan issues Flexibility with various 401(k) investment platforms Custom plan design aligned with employer objectives