Retirement Solutions Specialists provides qualified retirement plan consultation and administration for owner-only, small businesses, corporations, public entities and non-profit organizations throughout the southeast.
Mission Statement: Partnering with our clients, plan sponsors and participants to Achieve their Retirement Vision through a high-touch, proactive and consultative relationship.
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:
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:
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
Company Details
- Employees
- 33
- Founded
- -
- Address
- Po Box 601070, Jacksonville,fl,fl 32260,united States
- Phone
- +1 904 287 4749
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- retiresolutions.net
- Keywords
- Jacksonville.
- HQ
- Jacksonville, FL, FL
- Competitors
- American Society of Pension Professionals and Actuaries, PASI, LLC, Definiti LLC, iGROUP, Pension Financial Services ("PFS"), a Strongpoint Partner, Retirement Planners & Administrators, Inc., Compass Retirement Consulting Group, Insurmark, ERISA Services, Inc., Futurity First Insurance Group Chicago.
Retirement Solutions Specialists Questions
Retirement Solutions Specialists's helpline number is +1 904 287 4749
Retirement Solutions Specialists's website is retiresolutions.net
Retirement Solutions Specialists's LinkedIn profile is https://www.linkedin.com/company/retirement-solutions-specialists
Retirement Solutions Specialists has
33 employees.
View email and phone details for 33
employees at Retirement Solutions Specialists.
Retirement Solutions Specialists's industry is
Financial Services
Retirement Solutions Specialists's top competitors are
American Society Of Pension Professionals And Actuaries,
Pasi, Llc,
Definiti Llc,
Igroup,
Pension Financial Services ("pfs"), A Strongpoint Partner,
Retirement Planners & Administrators, Inc.,
Compass Retirement Consulting Group,
Insurmark,
Erisa Services, Inc.,
Futurity First Insurance Group Chicago.
Retirement Solutions Specialists's categories are Financial Services
Retirement Solutions Specialists's founding year is 2009
