Retirement Solutions Specialists
Retirement Solutions Specialists
  • Home
  • Our Services
  • About US
  • Tools
  • Jobs
  • Client Portal
  • More
    • Home
    • Our Services
    • About US
    • Tools
    • Jobs
    • Client Portal
  • Sign In

  • My Account
  • Signed in as:

  • filler@godaddy.com


  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • Our Services
  • About US
  • Tools
  • Jobs
  • Client Portal

Account


  • My Account
  • Sign out


  • Sign In
  • My Account

What We Do

Purpose

Standard services and administration include:

The types of plans we specialize in include:

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:

Standard services and administration include:

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) accounts

Standard services and administration include:

Standard services and administration include:

Standard 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

Partner Services

Industry Designations held by Retirement Solutions Specialists Professionals:

Standard services and administration include:

Retirement Solutions Specialists utilizes Relius administrative software platform for plan documents, compliance and government forms.  


Prototype and Volume Submitter plan documents are available. 

Industry Designations held by Retirement Solutions Specialists Professionals:

Industry Designations held by Retirement Solutions Specialists Professionals:

Industry Designations held by Retirement Solutions Specialists Professionals:

  • Qualified Pension Administrator (QPA) - The American Society of Pension Professionals & Actuaries
  • Qualified 401(k) Administrator (QKA) - The American Society of Pension Professionals & Actuaries
  • Qualified 401(k) Consultant (QKC) -  The American Society of Pension Professionals & Actuaries
  • Chartered Retirement Planning Counselor (CRPC) ® - The College for Financial Planning
  • Chartered Retirement Plans Specialist (CRPS) ® - The College for Financial Planning

Share the big news

Industry Designations held by Retirement Solutions Specialists Professionals:

Industry Designations held by Retirement Solutions Specialists Professionals:

Retirement Solutions Specialists administers over $1.3 Billion in assets and over 900 Plans.


Combined, our staff proudly holds over 200 years of industry experience.

Copyright © 2025 Retirement Solutions Specialists - All Rights Reserved

Powered by

  • Client Portal
  • Employee Portal