Tonya Andorfer's Colleagues at Retirement Solutions Specialists
Tonya Andorfer's Contact Details
Metro Jacksonville
Retirement Solutions Specialists
Tonya Andorfer's Company Details
Retirement Solutions Specialists provides qualified retirement plan consultation and administration for owner-only, small businesses, corporations, public entities and non-profit organizations throughout the southeast.Mission Statement: Partnering with our clients, plan sponsors and participants to Achieve their Retirement Vision through a high-touch, proactive and consultative relationship.It is our goal to develop a retirement solution that will maximize the contributions and tax-deferral for our client business owners. We specialize in plan design and offer unbiased, independent advice to our clients. Once the plan has been designed, we assist our clients with a thorough and objective vendor selection. The types of plans we specialize in include: Profit Sharing (Age-Weighted and New Comp) 401(k) including Traditional and Safe Harbor Traditional Defined Benefit Plans Cash Balance Defined Benefit Plans DC/DB Combo Plans Owner-Only Plans ERISA 403(b) Plans Self-Direct Brokerage 401(k) accountsStandard services and administration include: Plan design analysis, consultation and vendor selection Participation with employee enrollment meetings All necessary Plan and Trust documents Summary Annual Reports Summary Plan Description ADP/ACP discrimination and required compliance tests Signature ready Form 5500 and related Schedules