Owner & Chief Business Development Officer at Retirement Plan Solutions, Inc. - Cary, NC, US
We are a boutique Third Party Administrator located in Cary, NC. We specialize in offering high levels of customer service to our clients requiring qualified retirement plan administration including but not limited to annual valuations, compliance testing, government tax filings, loan and distribution processing, and annual notice management.By partnering with our clients, we are able to ensure proper retirement plan design and implementation ensuring employers are optimizing any and all ERISA opportunities.