Valley Forge Enterprises, Ltd.

Description

Valley Forge Enterprises, Ltd., a financial services holding company, develops and implements customized pension, investment, and insurance programs for individuals and businesses. It offers plan consulting services, such as preliminary consultations and initial feasibility studies, trust accounting, internal revenue service (IRS) and the department of labor compliance, governmental reporting requirements, employee communications, clients representation for audit, consultation for maintaining a pension and/or profit sharing plan, and actuarial services, as well as the design, drafting, and IRS qualification of plan documents services. The company also provides insurance consulting services including identifying and quantifying insurance needs of a client; working with other professional advisors; screening and evaluating various insurance companies and products; and providing policy, and financial and estate planning services, as well as designing and implementing group employee benefits plans, including health, life, short-term disability, long-term disability, and long-term care insurance plans. In addition, it offers investment advisory services, such as goal setting and asset allocation, the evaluation and selection of registered investment managers, and performance evaluation services for retirement plans and individuals. The company offers its plan consulting services in the areas of qualified retirement plans, such as profit sharing plans, money purchase pension plans, target benefit pension plans, defined benefit pension plans, plans with 401(k) and matching features, and age-graded plans, as well as for plans utilizing comparability concepts. The company was formerly known as VFE Merger Corp. The company is based in Wayne, Pennsylvania. As of January 5, 2006, Valley Forge Enterprises, Ltd. operates as a subsidiary of United Retirement Plan Consultants.

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