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.