Building Better Retirement Plans
We offer a wide range of financial services from corporate retirement plans to individual wealth management.
Retirement Plans, Inc., a fee-only, independent Registered Investment Advisory Firm, acts as a fidcuiary to corporate retirement plans, their employees and individual investors. As fiduciaries, we are held to the highest level of ethical standards. Our fiduciary services allow plan sponsors and investors to relax knowing that their best interest is always put first.
- 3(38) Investment Fiduciary
- Limited-Scope 3(16) Administrative Fiduciary
- Individual Investor Fiduciary Services
You can learn more about our fiduciary services and request a quote here.
Employee Education Services
The true passion of our team. Every employee from the newly enrolled to someone nearing retirement deserves individual attention to make sure they are on the right track to reach their financial goals.
- Group Educational Meetings
- One-on-One Employee Advisory Meetings
- Direct Phone and Email Access to Advisors
- Social Security Optimization Consulting
- Portfolio Analysis
- Retirement Readiness Analysis
Third-Party Administrative Services (TPA)
Our expert staff specializes in helping plan sponsors navigate the complexities of 401(k) and profit-sharing plan design to optimize the plan for tax and operational efficiency.
- Annual ADP/ACP Testing
- Annual Form 5500 Filing
- Plan Compliance Oversight
- Plan Design Optimization Consulting
- Plan Design Benchmarking
- Notice Distribution
You can learn more about our TPA services and request a quote here.
Stocks, mutual funds or bonds — we'll find the right combination for you. Our advisors will help you to diversify your portfolio based on your individual circumstances and risk tolerance. We utilize only the lowest cost investments possible when creating our portfolios, so our clients can keep more of the returns.