Retirementplans.com is a Dallas based TPA firm. We consult on company sponsored retirement plans in DFW and across the country. We partner with your investment provider or recordkeeper to provide compliance guidance and prepare required government filings associated with your 401(k), 403(b), Profit Sharing or Defined Benefit Retirement plan. Our clients range from “one man plans” to companies with thousands of employees.
Choosing the right plan design is vital to the success of your company’s retirement plan. There are many available plan designs, and we can find the right design to maximize the advantage to you and your employees. Rather than using a standardized approach, we offer flexible retirement plan documents which work for your employee population. We consult with our clients to help them determine the retirement plan design best suited for their individual and business needs.
How We Can Help
We have been independently owned since 1986. We are free to work with your existing financial advisor, CPA, or investment provider with no conflict of interest. Our unbiased position allows us to focus on the best interest of our clients.
We have experience in designing plans for companies of all shapes and sizes. We can tailor a plan document to meet your unique employee demographics and reach your desired goals.
Our consultants average over 20 years of experience in retirement plan administration. We employ credentialed members of the American Society of Pension Professionals and Actuaries (ASPPA) and all of our consultants attend conferences and workshops to stay current with legislative changes affecting employee benefit plans.
Upcoming Retirement Plan Deadlines
Form 5500 or Form 5558 extension due. Annual Funding Notice for small DB Plans due.
Deadline to distribute Summary Annual Report (if 5500 not extended).
Extended Deadline for Form 5500 for calendar year plans due. Form 8955-SSA due (if applicable).
Safe Harbor Notice must be distributed to participants no later than 30 days before the next plan year.