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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound efficient competitively priced retirement program utilizing the following products and services:

Retirement Plan Services Group
In-House Service Highlights

Plan Types

  • 401(k), 403(b), 457 plans
  • Profit Sharing – Age Weighted, Integrated, New Comparability, Cash Balance
  • Executive Non-qualified Plans
  • Defined Benefit Plans
  • Start-up Plans Welcome-Simple and Solo Plans

Administration/Recordkeeping Services ( In House Or Outsourced)

  • Daily Valuation
  • Dedicated Administrator
  • Contribution Calculation & Processing
  • Top- Heavy and Discrimination testing
  • Plan Sponsor Valuation Reports
  • Transaction-Based Participant Statements – View & Print
  • Interactive Web Site
  • 24-Hour VRU
  • Plan Sponsor Web Site
  • Comprehensive Discrimination Testing
  • Signature Ready 5500 Forms and Attachments
  • Plan Auditing (over 100 employees)
  • Participants can print Statements on Demand – View & Print

Technical Services (some out sources)

  • Plan Document Design
  • Feasibility Studies
  • Controlled Group Analysis
  • SPDs
  • Year-Round Consulting


Investment Platforms, Communication & Education Services

  • Multi-Fund Family Approach
  • Mutual Funds
  • Managed Funds
  • Ability to Add or Change Investment Options
  • Self-Directed Brokerage Window
  • Retirement Plan Services Group Website
  • Annual Fiduciary Review and Due Diligence
  • 3/16, 3/21 OR 3/38 Fiduciary Services
  • Investment Policy Statement
  • Recurring Onsite or Zoom Employee Enrollment meetings and Kits
  • 800 Number Participant Hotline
  • Initial and Ongoing Employee Investor Education
  • Web-Based Investment Tools – Contribution Calculator, Asset Allocation Module, Links to Morningstar, etc.
  • Total PERSONAL Financial Planning for Employees at No Charge