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.
Retirement Solutions Specialists utilizes SunGard/Relius/Corbel administrative software platform for plan documents, compliance and government forms.
Prototype and Volume Submitter plan documents are available.
Retirement Solutions Specialists administers over $800 Million in assets and over 700 Plans.
Combined, our staff proudly holds over 150+ years of industry experience.