D. M Ulatowski is a full service pension design and administration firm. Beneflex is dedicated to meeting the pension needs of individuals, sole proprietors, and corporations with a wide range of services for todays small and medium size businesses.       Our services include, but are not limited to, eligibility verification, contribution calculation, allocation of benefits, vesting determinations, completion of 5500 seriers (including filing with IRS), completion of summary and annual reports, preparation of individual participant statements, preparation of trustee/employee notices, joint survivor notifications, top-heavy calculations and other related calculations.       Additional services include preparation of all forms and filing with IRS and/or PBGC, preparation of employee elections and notices, as well as preparation of form 1099-R's       Beneflex can also provide review of plan documents and prior records and file set up. We further offer prototype documents, both standard and non-standard, adoption agreements and summary plan descriptions. Rounding out our services we offer complete section 125 premium only plan documentation and administration.

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