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 Relius administrative software platform for plan documents, compliance and government forms.
Prototype and Volume Submitter plan documents are available.
Retirement Solutions Specialists administers over $1.3 Billion in assets and over 800 Plans.
Combined, our staff proudly holds over 200 years of industry experience.