Retirementplans.com will walk you through each step of the new plan installation process. We will supply a plan document and assist in providing employee communications and with any plan related IRS correspondence. We will collaborate with your existing financial advisor, or recommend one at your request. We partner with dozens of investment vendors who specialize…
DetailsWe are happy to provide an unbiased second opinion on your plan’s design and compliance status. As companies evolve, their staff demographics change and the plan design which was right for you in the past may not be right for your existing employees. Retirementplans.com will provide a no pressure analysis of your existing plan and…
DetailsWhen you choose RetirementPlans.com, LLC to provide retirement plan administration, you will be assigned a dedicated consultant who is familiar with your plan, your employee demographics, and your company’s unique challenges and goals. You will receive personalized, attentive, and highly competent service from one of our experienced consultants.
Transferring plan assets or administration duties does not have to be a complicated experience. We have over 40 years of experience in assuming administration on existing plans and, if necessary, transferring assets from dozens of recordkeepers to any of the many recordkeepers we partner with.
Our team of experienced consultants will reconcile plan assets and complete any required government forms, including Forms 5500, 5558, and/or 1099-R. We will keep you informed of mandatory restatements or amendments, and provide these document updates to you at the appropriate times. You can rest assured we will provide you with all the guidance you…
Our unbiased approach allows us to work with your existing or preferred financial professionals. We will communicate with your financial advisor or CPA regarding your plan’s tax status and deductions. We will be in constant communication with the recordkeeper chosen to hold your plan’s assets regarding plan contributions or distributions, and we will work with…
