What We Do

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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.   

• 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

• 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

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

Prototype and Volume Submitter plan documents are available. 

• 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

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.