Retirement LLC - Series Two

Financial Services - Oklahoma City, OK, US

Retirement LLC - Series Two Details

Retirement LLC is a CEFEX certified, independent third party administrator (TPA) that administers both Defined Contribution and Defined Benefit plans. Because we're independent, we do not manage assets or collect commissions; we provide objective consultation and services. We team with financial advisors, bank trust departments, CPAs and attorneys to provide plan sponsors with retirement plans that meet business goals.We're defined by client commitment and we thrive on finding ways to better serve our clients. For a better way to a better plan, let's talk.

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Employees: 20 - 49
HQ: 405-848-8862
Location: Oklahoma City, OK, US
Revenue: 10 - 20 Million
401(k) Retirement Plan Administration 401(k) Profit Sharing Plan Administration Compliance Testing Plan Design Cash Balance Plans New Comparability Allocation Methods Retirement Plan Administration Actuarial work on Defined Benefit Plans 403(b) 457 Plans Plan Documents Form 5500 Advanced plan design Administration Recordkeeping CEFEX Certified Qualified Plans Non-discrimination testing Consulting Financial Services Financial Advisory Services
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