Meet Edward Gilmartin, MBA
Prior to managing his own firm, he was Senior Vice President and Trust Division Manager for Third National Bank and Trust Company in Scranton.
In 2015, he was recognized by Financial Times as one of the top retirement plan advisors in the United States.
He now specializes in compliance matters on 401(k) retirement and group health plans.
Ed is a graduate of the University of Scranton where he earned his B.S. degree in accounting and an MBA in finance. He has served on boards and committees for a number of charitable organizations, including Holy Name of Jesus Church, Goodwill Industries, and Lackawanna College. In 2003, he was recognized by President George W. Bush and the USA Freedom Corp. for his dedication to volunteer service.
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Insurance and benefits can be complicated, we can help.
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A successful employee benefits program requires knowledge, planning, and execution of many components.
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If you are a business owner with 100 or more employees at the beginning of a plan year, you may be required to file an annual report with the Department of Labor/IRS. This “Form 5500” contains information about the plan and includes disclosure of all commissions and fees received by those who provide services to insured plans. Failure to file these forms by the required deadlines could result in substantial penalties.