Retirement Plan Consultants

Financial Services - Norfolk, NE, US

Retirement Plan Consultants Details

Retirement Plan Consultants LLC is a professional firm of CPAs who partner with elite Advisory Firms from across the country, helping them to serve their clients by acting as Third Party Administrator (TPA), Recordkeeper, Independent Fiduciary, and Professional, Unbiased Investment Management.Value Added Services include:- Individualized Guidance - to develop a clear vision for your retirement plan- Participant Education- ERISA 3(38) Fiduciary- Quarterly Fund Lineup Monitoring- Model Portfolios - professionally managed and constantly monitored- Bundled Provider - to manage all aspects of your retirement plan under one roof- State-of-the-Art Plan Design - customized to maximize tax opportunities- Fiduciary Audit File Binder - compiled to keep you in constant compliance- IRS Audit Guarantee - any CPA time needed to answer questions in regards to an audit would be at no additional cost.We partner with you for retirement success!www.retirementplanconsultants.info1-877-800-1114

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Employees: 100 - 249
HQ: 877-800-1114
Location: Norfolk, NE, US
Revenue: 5 - 10 Million
Third Party Administration Recordkeeping Independent Fiduciary Retirement Planning Investment Management Retirement Plan Administration Financial Services Financial Advisory Services
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