Our Services

What makes Pathway Benefit Services, Inc. unique?

  • Local company with an experienced staff offering knowledgeable personalized service to West Michigan businesses for over 25 years.
  • We can serve as the advisor, record keeper, and third party administrator (TPA) all in one or in any combination.  Bundled and unbundled services available.
  • We become your retirement plan human resource department; therefore, there is no need for a plan expert on your staff.
    • Keep your plan in compliance with the ever changing retirement plan rules and regulations.
    • Plan testing and annual government forms reporting.
    • Audit assistance - If your plan is ever audited, our Enrolled Retirement Plan Agent (ERPA) will meet with the auditor in our office, not yours.
    • We help you understand and meet your fiduciary duties so you can concentrate on running your business.
  • Plan design and document services using our own IRS approved plan document.
  • Unbiased fund selection from multiple fund families with access to over 2,500 mutual funds.  One of the only local companies to offer daily record keeping on Fidelity's Institutional Platform.
  • We use the latest technology to service your retirement plan accurately, efficiently, and economically.
  • Plan sponsor website with access to plan and participant information, available when you need it.
  • One-on-one employee education - we believe that every employee deserves individual time and personal attention.  Our advisors get to know each employee, their goals and risk tolerances, and help them understand and feel comfortable with their retirement plan.  Employee education is the key to employee participation.
  • Participant web site which allows each participant to view and manage their account on a daily basis.