Priority Pension Services, Inc. Email Format

Financial ServicesNew York, United States2-10 Employees

Priority Pension Services, Inc. is a financial services firm based in North Massapequa, New York, that specializes in retirement plan compliance and employee benefits consulting. With more than two decades of experience, it provides third-party administration and actuarial services for tax-qualified retirement plans, along with personal and business insurance such as life, health, and disability. As an independent firm, it collaborates with custodians, record-keepers, financial institutions, brokers, and advisors to deliver comprehensive TPA services and fiduciary guidance under Department of Labor regulations.

Its services target plan sponsors seeking to reduce liability and potential litigation exposure, as well as advisors who may not specialize in retirement planning. The company offers customized plan design for Defined Contribution plans (401(k), Profit Sharing, 403(b)) and Defined Benefit plans (Traditional and Cash Balance), including adding insurance to maximize tax deductibility. It also runs a Delinquent Filer Voluntary Correction Program to address past-due Form 5500 filings in a cost-effective way and help avoid penalties or plan disqualification.

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