magii pension proposal kit

490 Wheeler Road, Suite 265
Hauppauge, NY 11788

Phone: (631) 434-8200, Option 1
Fax: (631) 434-8201

www.magii-pension.com

Defined Contribution Plans
SCHEDULE OF CHARGES
2016

ONE-TIME CHARGES:
STARTUP PLANS
Design and Setup/Onboarding – Includes Plan Document
$975

TAKEOVER PLANS
Onboarding – Includes Plan Document
$1250
CASH BALANCE PLANS

Design and Setup/Onboarding- Includes Plan Document
$4250
ONGOING ADMINISTRATION CHARGES:
Based on Plan Design

I. Deferral/ Safe Harbor / Pro-Rated Profit Sharing
$975 (Base Charge) PLUS
Charge per participant 1-50, Per Eligible: $22 / Participants 51+, Per Eligible: $12

II. Deferral / Non-Safe Harbor / Profit Sharing
$1250 (Base Charge) Plus
Charge per participant 1-50, Per Eligible: $25 / Participants 51+, Per Eligible: $15

III. Deferral / Cross-Tested / Enhanced Profit Sharing Plan
$1500 (Base Charge) PLUS
Charge per participant 1-50, Per Eligible: $35 / Participants 51+, Per Eligible: $25

IV. Cash Balance Plan
$5250 (Base Charge) Inclusive of per participant fee

2ND YEAR BILLABLE MAY BE REDUCED BASED ON REVENUE SHARING RECEIVED, IF ANY

Why Work with magii?

 Fee-transparency

This is core belief that you should know what your TPA charges and what we receive. We will offset our
billable charges by plan revenue we receive, as outlined in your service agreement. We work for you.
How’s that for disclosure?

 Dedicated Contact

You get a dedicated plan contact (a real-live person!) for your transfer or plan installation as well as
annual review calls, which will be scheduled, in advance. You’ll know when will speak and what we will
cover.

 Here to Get you To Retirement

With over a 90% retention ratio, we are here for you now and in the future. As a small business, we
understand what you go through to start, run and maintain a successful organization! Ask us for our
references, we are happy to share!

 Magii Service Warranty

Although our retention ratio is fantastic, sometimes it happens that we are not a great fit for each other
for whatever reason. If you are not happy with our services, we will work to get it right. If not, we will
help you to find another TPA

 Complementary Resources

 MyWave Connect, a one-stop source for all your compliance, HR, insurance and other business
information. With this tool, you can find valuable resources about health care reform, FMLA,
HIPPA and much more. You will also have access to sample policies and procedures, wellness
programs and newsletters and so much more.

 HRConnection: This employee-facing portal is fully customizable to your organization and can act
as your HR communication and administrative tool. Designed to facilitate employee self-service,
this online tool features a modern, streamlined user interface that allows employees access to
among many other items; company information, forms, announcements, and internal job
postings.

 Year Round Support

Your assigned dedicated plan administrator will be in contact with you throughout the year (not just at
filing time) to answer any questions and discuss any recommended or desired changes to your plan design
to not only stay compliant but efficient and fiscally responsible.

 Newsletters on Topics that impact today… and tomorrow

Quarterly newsletters and other timely informational emails to keep you up to date and informed on your
responsibility as a plan sponsor.

About our Firm

magii pension services, LLC. (MPS) is a full service Third Party Administration
company providing services to several hundred organizations throughout the
country. With over 50 years of experience, we provide comprehensive services in
all facets of employer-sponsored retirement planning programs from plan design
to installation and ongoing-administration. We have the experience and resources
to facilitate a complete end-to-end solution between you and the Custodian and

your Chosen Financial Advisor.

Our service offering includes:

• Plan Design • IRS 5500 Filings • Updated Plan Documents • Annual Plan Reports

• DOL Compliance • Termination Services • Employee Enrollment Meetings

• Non-Discrimination Testing • Participant Loans • Assistance with IRS Audits

• Plan Consolidation & Transfer

Our Team

Mark A. Gajowski II, CFP®

Certified Employee Benefits Specialist®

Managing Member, MAGII Pension Services, LLC
Mark started the firm with a simple idea – to help advisors put more assets away,
help them move those assets faster, and help them retain the business longer. This
is a win for the custodians, advisors and plan sponsors we work wih, and has made
our firm one of the fastest growing TPAs on Long Island.
Our teams of dedicated professionals focus on providing efficient, effective and
compliant retirement program for organizations of all types. Working with hospitals and unions to
charter schools and multi-state corporations, they take pride in providing customized plan design
and administration.

Mark has an advanced certificate degree from C.W. Post, and attained his BBA in Finance with
Honors from Dowling College. He is also a graduate of the Goldman Sachs 10,000 Small Business
Program, the nation’s premier entrepreneurial coaching program, and was honored in 2008 by the
Long Island Business News as a 40/40 Recipient, honoring the top 40 achievers under the age of 40.
In addition, he is a Certified Employee Benefits Specialist® (CEBS®) designee awarded through the
Wharton School at the University of Pennsylvania. He is an active member on several committees
for the National Institute of Pension Administrators (“NIPA”), one of the leading industry
associations for TPA business-owners.
Mark believes that his career is about service, and service has always been a big part of his life. He
donates his time and resources to the Riverhead Volunteer Fire Department, is an active donor for
Long Island Blood Services, donates personal and staff time to the Long Island Cares Food Bank and
is a strong supporter of the Multiple Sclerosis Foundation / MS Hope for a Cure.

Mark lives where he was raised, on the scenic North Fork of Long Island, with his lovely wife and
three beautiful children.

Jennifer Tammany

Director of Operations
Jennifer began her career in the restaurant business where she managed
restaurants for the first 15 years of her career. Thriving on the energy and

customer service aspect of the restaurant business, she moved on to become the New York
Regional Customer Service Manager for TruGreen Companies. Here Jennifer managed a team of 40
customer service representatives in 8 locations. Building on both her financial management and
customer service experience, Jennifer has now made her home here at magii Group of Companies
where she dons many hats from process improvement to human resources to customer service and
budgeting.

Jennifer and her husband were married on St. Patrick’s Day 2001. They have two beautiful children;
son Logan and daughter Laurel. In her free time, she enjoys movies with her sister, reading, and
spending quality time with her children.

Yvonne Roode

Director of Inside Sales
Yvonne is the Senior Client Services Administrator/Inside Sales with magii pension
services, LLP. Yvonne has been in the pension industry for over 8 years. Yvonne’s
focus is onboarding new business, ongoing administration; maintaining
relationships with Vendors, Brokers, Employers and Employees.

Prior to the pension industry she worked for 4 years in the Mortgage Banking
industry as a sales assistant; set up for trade shows and provided support for the
Vice President and all loan officers. Yvonne also worked in the Real Estate industry for 5 years
providing support for real estate agents. During her college years, she worked in retail
management.

Yvonne grew up in a family owned business; Swan Bakery, which her parents owned for 29 years. In
her spare time she spends time with her son and continues her studies in the healing arts.

Robert Lyden

Director of Retirement Plan Administration
Rob is a TPA with magii pensions services, LLP. His focus is administering retirement
plans for traditional 401(k) plans profit sharing plans and 403(b) plans.

Rob has 15 years of experience in the retirement field. Prior to working at magii,
Rob was a senior compliance manager for a large national plan custodian. There, he
was responsible for more than 200 SEP plans and 400 MEP locations. His focus was
based on compliance testing, preparing all types of allocations per plan design and
completing the form 5500 and assisting with plan audits.

Rob lives local in Islip, loves spending time with his wife and two children. He is also a big local
sports fan.

Jeanine Caesar

Third Party Administrator
Jeanine is a TPA with Magii Pension Services, LLP. Her main focus is administering
retirement plans for traditional 401(k) plans, profit sharing plans, and 403 (b)
plans. She has 10 years’ experience in the retirement field. Prior to working at
Magii, Jeanine was a compliance manager and operations manager at a large
national plan custodian. She was responsible for compliance testing, preparing
allocations, completing the form 5500, and assisting with plan audits. Jeanine
graduated from Farmingdale State University with a B.S. in Business Management.

Jeanine currently lives on the South Shore of Long Island. She enjoys traveling and spending quality
time with friends and family.

Christopher Farrington, ERPA

Third Party Administrator
Chris is a TPA with magii pension services, LLP. His focus is administering and
designing 401(k) plans, profit sharing plans and 403(b) plans. Chris has been in the
retirement plan administration field for nearly 10 years. He earned his ERPA
designation in 2009 while employed by another local firm where he was responsible
for the administration of over 150 401(k) and profit sharing plans. His expertise lies
in compliance testing, tax form preparation and customer service.

When not at magii Chris enjoys reading and he also donates a portion of his time to several local
animal shelters and rescue organizations.

Nicole Pardee

Client Services Administrator
Nicole is a Client Services Administrator with magii pension services, llc. Nicole is
part of our distributions and loans team, and acts as a liaison between our vendors
and clients. She also assists our TPA’s with census preparation and data collection.
Nicole has over 10 years’ experience in the retirement field. Prior to working at
magii, Nicole was a compliance analyst and operations administrator of a large
national plan custodian. She was responsible for all aspects of day to day

operations; as well as, compliance preparation, review and administration.

When Nicole is not working she enjoys spending her time exploring life with her young son and
enjoying time with her extended family.

Robert McNulty, CPC

Consulting Actuary
Bob McNulty has been a key member of our team since 2009. Bob graduated
Summa Cum Laude, first in his class, from Waynesburg College with a BS degree in
Mathematics and Computer Science. He focuses working on smaller, closely held
businesses with specific retirement benefits needs.

Bob is an active member of the American Society of Pension Professionals and
Actuaries and has achieved the designation of Certified Pension Consultant in that
organization. In his practice, Bob specializes in all aspects of defined contribution plan design as
well as provides consulting on a variety of defined benefit plan issues including cash balance
designs. As an expert in cross-testing techniques, Bob utilizes a variety of methods to serve his
clients' needs in terms of improving plan benefits and better accomplishing their goals. Bob is also
active in new business development and an expert in governmental compliance requirements and
resolution techniques.

Value Added Resources courtesy of magii
pension services!!

Providing the best, most innovative, and ahead of the curve service to our
clients is a top priority for Magii Pension Services.

We’re excited to provide our clients two very best in class Human Resource
and Benefit services.

Educational Resources Employee Communications

Resource Portal (631) 434-8200, x1
www.magii-pension.com
Get all the resources above on-demand from our
online resource portal, plus access benchmarking
surveys, a community forum of industry
professionals and more!

Employee Portal

Ease the burden on your HR department with our
new employee benefits and HR portal. Employees
can access vital company and HR info online, 24/7,
to stay connected.

MyWave Connect™

Your One-stop Resource

Stay up to date on the latest legislative updates and hot topics.

The Content News Feed on your home page is your go-to for all the latest resources related to your
industry and business. Receive emails announcing new content, tailored to your industry, state and
preferences, as often as you like.

Quickly and easily find the resources you need when you need them.

With thousands of easily searchable materials, MyWave Connect is your one-stop resource on
topics including compliance, health care reform, wellness, HR, policies and forms, employee
newsletters and much more.

Access resources on the go with mobile.

Whether in a meeting, on the job site or on the go, access all the resources you need using your
tablet or mobile device to streamline your everyday activities.

(631) 434-8200, x1
www.magii-pension.com

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490 Wheeler Road, Suite 265
Hauppauge, NY 11788

Phone: (631) 434-8200, Option 1
Fax: (631) 434-8201

www.magii-pension.com