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Concierge Retirement Services

The Premier 401(k) Retirement & Benefits Consulting Firm

7 Rye Ridge Plaza, #404
Rye Brook, NY 10573

click for phone  |  Fax: (914) 251-1922

conciergeretirementservices.com

About Concierge Retirement Services

Concierge Retirement Services, formerly known as Madison Pension Services, is dedicated to helping small to mid-sized companies implement and run successful retirement plans.

For over 40 years, Concierge Retirement Services has earned the trust, the respect, and the continued business of our clients by helping them achieve (and in many cases – over achieve) their retirement goals. We are proud to provide each and every client – including YOU – with a dedicated “Concierge Retirement Plan Consultant.” They work with you to create a customized plan tailored to achieve your specific business objectives.

There’s one more very important factor – often overlooked by others: We strive to provide the flexibility to make adjustments adjust as you grow.

We’re not huge, and that’s on purpose. To give our clients the attention they deserve, we choose to stay loyal to our most important core value – CARING.

Today, our team serves approximately 400 clients with plan assets in excess of $500 million dollars.

Products by Concierge Retirement Services

By Concierge Retirement Services

Retirement Plans: 3(16) Services

Let Concierge Retirement Services manage and lessen the daily administrative and fiduciary responsibilities of your plan, allowing you to focus on other aspects of your business. With over 40 years of experience servicing the needs of our clients, it is deeply embedded in our culture to provide... Read more »

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Retirement Plans & Services

100% of our plans are custom designed and created specifically for each client’s needs. And that includes you. Your Concierge Retirement Plan Consultant begins the process by working one-on-one with you to implement the plan, but it doesn’t stop there. He or she stays engaged over the life of... Read more »

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Retirement Plans: Defined Contribution Plans

Defined Contribution Plans define the contribution a participant receives under the plan. The employer contributions are allocated to individual accounts maintained for each participant within the plan. Each participant bears the investment risk in this plan. Traditional 401(k) Plans A 401(k)... Read more »

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Content by Concierge Retirement Services

Can I save money by owning multiple companies?

Can I save money by owning multiple companies?

Can I save money by owning multiple companies?

By Concierge Retirement Services

You may be able to set up a separate plan for each company and invest an additional, large tax deduction into the plan
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ERISA after 50

ERISA after 50

ERISA after 50

By Concierge Retirement Services

Creating a customized retirement plan & knowing how to navigate the small print to avoid limiting your retirement plan options.
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I put my spouse on payroll

I put my spouse on payroll

I put my spouse on payroll

By Concierge Retirement Services

How it works and a few caveats
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