Bill Held's Contact Details

Bill Held's Company Details

Shore Tompkins Actuarial Resources

Chicago, Illinois, United States • 11 - 50 Employees
Financial Services

Retirement Plan Solutions that Perform.Shore Tompkins Actuarial Resources is a leading, creative, high-touch retirement consulting firm, exclusively focused on strategic consulting, design and administration for all major types of retirement and pension plans, including 401k, 403b, Profit Sharing, Defined Benefit, and Cash Balance plans.Our approach to consulting is to provide businesses with creative and practical retirement plan solutions. We help businesses of all sizes and industries to:♦ Design the right plan to attract and retain employees, while allowing business owners and key executives to maximize retirement savings; ♦ Take a plan's administrative burden off your desk; ♦ Develop strategies to reduce plan costs, minimize financial and legal risks, or terminate a frozen pension plan.All so that you can get back to your core business! Whether you're a business in need of retirement plan solutions, a plan sponsor, or a financial advisor, we help you make smart decisions by clarifying the options. Our consultants are some of the best in the business, both highly trained and with deep experience in both small and large size defined contribution and defined benefit pension plans. Uniquely, rather than simply acting as processors, we consult with you to deliver value-added service. Listening to you and understanding your goals is our first priority, because it's essential to developing the flexible, long-term solutions you need.We do not provide any investment advice. We partner with investment advisors and the major investment companies in the country to offer best-in-class retirement solutions.Let us help you or your clients get back to business knowing that your retirement solutions will be performing at peak level.