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BRC Pension Professionals

We have a Strategic Alliance with LPL Financial. You can view our partner at: http://www.lpladvisorweb.com/joseph.soricelli/

BRC Pension Professionals is a benefits company located in our Valhalla, New York office that focuses on the unique needs of small to mid-sized businesses. 401(k) pension and benefit plans have some unique needs in this market (Low Cost). We can develop a 401(k) for a company as well as help plans meet their compliance needs for its 401(k). We specialize in helping companies comply with a complex 408(b)(2) full fee and service disclosure. We make sense of the mountain of paperwork the new regulation created. In addition, we work with companies to comply with regulation 404(c) and 404(a)(5) for education and portfolio reviews. We are one of the few companies that will act as a co-fiduciary, sharing the investment choices and review liability for 401(k) plans.

We also do Individual retirement and Investment reviews as an advisor and can share fees.
Adirondack
New York
New Jersey
Connecticut
Colorado
Massachusetts
Nevada
Rhode Island
Florida
BRC Pension Professionals
27 Cleveland Street
Valhalla, NY 10595
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