ABT Solutions LLC.
Retirement & Disability Benefits Fee Schedule

Initial consultation
Discuss needs, identify the benefit program, and outline potential consulting support. Per session ·

FREE 15 minute consultation

Retirement benefits consultation
Review client-provided benefit information, questions, and administrative next steps. 60 min. max
Per session · $150

Disability benefits consultation
Discuss the application process and identify documents the client may need to organize. 60 min. max
Per session · $150

Document organization and review
Organize client-provided records and identify missing administrative information.
Per hour · $100

Application preparation support
Provide administrative support with forms using information supplied by the client; scope to be agreed in writing.
Written quote · $100

Follow-up consultation
Review client questions, correspondence, and administrative next steps. 60 min. max
Per session · $100

Additional consulting services
Services outside the agreed scope, subject to advance written approval.
Per hour or written quote · $TBD