NECSN Preferred Vendors

MAGii Pension Services, LLC

MAGii Pension Services, LLC,is a full service Third Party Administration (“TPA”) company providing retirement plan services to Charter Schools, Unions and Businesses throughout the Tri-State Area. With extensive industry experience, MAGii Pension Services, LLC is a key-TPA partner with industry leading providers, we are able to leverage our knowledge to your advantage, providing seamless integration and compliance services from design and implementation through ongoing administration and year-end testing.

MAGii Pension Services, LLC, provides complete compliance services for the following types of plans:

   401(a) Money Purchase / Profit Sharing Plans

   401(k) Safe-Harbor Plans

   401(k) New Comparability/Cross-Tested Plans

   403(b) ERISA & Non-ERISA Plans

   Cash Balance & Target Benefit DB Plans

   Section 125 Premium-Only Programs

Our compliance services include:

• Plan Design • IRS 5500 Filings

• Updating Plan Documents • Annual Plan Reports

• DOL Compliance • Termination Services

• Employee Enrollment Meetings • Non-Discrimination Testing

• Participant Loans • Assistance with IRS Audits

•Plan Consolidation & Transfer

For further information please contact:

Mark A Gajowski, II QKA, CEBS, CFP, CLU

Managing Partner

Mark@MAGii-inc.com

MAGii PENSION SERVICES, LLC                                     

One Rabro Drive, Suite 11

Hauppauge, NY 11788

T (631) 434-8200 x 22

F (631) 434-8201

The Ryan Janowsky Wealth Management Group of Janney Montgomery Scott LLC

The Ryan Janowsky Wealth Management Group of Janney Montgomery Scott LLC allows participants of any retirement plan access to full service financial advisors.

Charter schools may be concerned about employee retention and motivation. We believe that service is paramount when delivering a retirement plan program. It makes your role easier and helps to provide a seamless experience for your employees.

With over $50 billion in assets under management for educational, nonprofit, municipal, and other institutional and individual clients through a network of over 100 offices -- Janney Montgomery Scott LLC has the experience to assist your school in developing and enhancing your retirement plan program.

The Ryan Janowsky Wealth Management Group at Janney Montgomery Scott manages retirement plans for charter schools, public schools, nonprofits and corporations in the greater New York area and understands your specific needs. We have the experience to assist your charter school with 403(b), 401(k), and other retirement plan services, including:

• Cost-effective retirement plan development, design and consultation
• Investment management services, including a full range of mutual fund and separately managed account solutions
• Regular “on site” visits
• Employee education, communication and enrollment
• A dedicated local team that will review your specific needs and develop and manage a program that can help to address them
• Performance monitoring and reporting

We would be pleased to meet with you and exchange information on your needs and our services. Please call 516-535-3421 to reach Peter Janowsky. In the meantime, you can review our capabilities at our team and company web sites: www.rjwealthmgt.com and www.janney.com.