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.
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.
Services
We are a third party administrator of company sponsored retirement plans. We provide plan document services for new and existing plans. We work with your investment provider(s) and advisor(s) to increase plan participation and reconcile plan assets We prepare annual required government forms, and any ad hoc government filings.
An unbundled provider provides administration services separate from the investment management products. An unbundled provider can work with many different recordkeepers, allowing you the flexibility to choose the best investment strategy without compromising on the quality of administration services.
In order to provide you with a meaningful illustration of the right plan for your needs, we need to visit with you. Our visit will include a discussion of your goals, as well as information pertaining to your workforce, including dates of birth, dates of hire, and estimated annual compensation. This information is crucial to an optimal plan design.
We want to learn about you and your company. Please contact us to hear more about our team, and how we pride ourselves on our responsive and flexible approach to client relationships. More importantly, we want to discuss how a Retirement Plan can actually benefit your company financially. We can help your business reach its financial goals while your employees reach their personal retirement goals.
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