Retirement Solutions Now Header

Testimonials

"Tom and I have worked together on several 401(k) plans and Tom has done an excellent job with presenting great solutions to clients and then helping to win the business. Tom also continues to provide excellent service after the sale by giving proactive advice and ongoing communication with the companies he is serving as third party administrator for their qualified plans. I would highly recommend Tom as a third party administrator for your 401(k) or other qualified and non-qualified plans." May 4, 2011

1st Kevin Landy, Vice President / Financial Advisor, Merrill Lynch
was with another company when working with Tom at Retirement Solutions

------------------------------------------------------------------------------------------------------------

"Tom is the manager of my 401K program, and has been invaluable to my company."  May 2, 2011

Top qualities: Expert, On Time, High Integrity

1st Paul Spell,
hired Tom as a Business Consultant in 2009, and hired Tom more than once

------------------------------------------------------------------------------------------------------------
"We're very happy with the way Tom guided us through our company's 401k and profit sharing plan design. It's great to have him on our team. We can recommend him to you."

Top qualities: Creative, On Time, High Integrity, Knowledgeable of New Retirement Laws

1st Keith Wheeler,
hired Tom as a Business Consultant in 2011
------------------------------------------------------------------------------------------------------------

"Tom is very trustworthy, consistent and reliable with our company plan. If we ever have any questions about the process, about how the plan works or anything at all, he is always ready, able and willing to help us. He is always very friendly and has a wealth of knowledge." April 29, 2011

Top qualities: Personable, Good Value, High Integrity

1st Robyn Brouk,
hired Tom as a Business Consultant in 2008

------------------------------------------------------------------------------------------------------------

"I have known Tom for several years now, and value his expertise in the 401k plan design area. He has provided consistent service and support, is a student of his industry, and is diligent in follow up."  April 28, 2011

Top qualities: Expert, Good Value, Creative

1st Lawrence R. Lund CFPFFFD,
hired Tom as a Business Consultant in 2004

------------------------------------------------------------------------------------------------------------

"I have engaged the services of Tom Holstein since 2008. He has set up my company 401K and profit sharing plan. Tom is highly professional in his duties. His knowledge of the system is a great relief to me since I am a busy dental provider. I highly recommend Tom and am very pleased with his work for my company."  April 28, 2011

Top qualities: Great Results, Personable, High Integrity

1st Christopher Lammert,
hired Tom as a Business Consultant in 2008

------------------------------------------------------------------------------------------------------------

"Tom is an incredible resource for information and ideas for myself and my clients. He has a wealth of knowledge in his field and is always on top of current changes. I highly recommend him." April 28, 2011

1st Lee Peterson, Certified Public Accountant, Lee C. Peterson, CPA
was with another company when working with Tom at Retirement Solutions

------------------------------------------------------------------------------------------------------------

 "I am more than happy to tell anyone how excellent you run your company. You have made my job with Kimbel Mechanical Systems extremely simple and easy because I know I don't have to worry about any problems that may arise that you can't help to correct for us. You have also saved us several thousand dollars helping to guide and direct us with our 401k program. Beside the fact you feel like family, we trust you and your company completely. Thanks for being there for us."  April 27, 2011

1st Judy Jayroe, Staff Accountant, Kimbel Mechanical Systems, Inc.
was with another company when working with Tom at Retirement Solutions

------------------------------------------------------------------------------------------------------------

 "Tom is a great resource for me and my clients that need administrative assistance with their Qualified Plans." April 27, 2011

1st Cohen Ken, Wealth Advisor, UMB Bank
was with another company when working with Tom at Retirement Solutions

------------------------------------------------------------------------------------------------------------

 "Tom has been a true professional to work with the past several years.
He is extremely knowledgeable. Every question I ask gets an immediate and understandable answer. I cannot recommend him highly enough.
He is worth every penny!" April 27, 2011

Top qualities: Great Results, Personable, Expert

1st Mary Kruse,
hired Tom as a Business Consultant in 2007

------------------------------------------------------------------------------------------------------------

 "Tom is a very detail oriented professional who solidifies my relationship with clients by not only meeting expectations but going above and beyond."  April 27, 2011

Top qualities: Great Results, Personable, On Time

1st Matt Kilburn,
hired Tom as a Retirement Plan Administrator in 2007, and hired Tom more than once

------------------------------------------------------------------------------------------------------------

 "I have worked with Tom on several mutual relationships. He is client focused and knows the retirement plan business very well. His clients appreciate the service he provides along with the knowledge of the industry that he brings." March 4, 2009

1st Linda Lockwood, SVP, U.S. Bank
was with another company when working with Tom at Retirement Solutions

------------------------------------------------------------------------------------------------------------

 "Tom Holstein, owner of Retirement Solutions, has proven to be high energy, fast acting, responsive and very knowledgeable third party retirement plan administrator. We would certainly recommend his services to others." June 1, 2008

Top qualities: Expert, On Time, High Integrity

1st Dan McCandless,
hired Tom as a Business Consultant in 2007

------------------------------------------------------------------------------------------------------------

Top qualities: Great Results, Expert, On Time May 15, 2008

1st Doug Mathews,
hired Tom as a Business Consultant in 2007

------------------------------------------------------------------------------------------------------------

 "Tom is very professional and takes the time to make sure that the retirement plan is a fit for the owner. I never hesitate to refer Tom to my clients." May 14, 2008

1st Tony L. Hutson, CPA, Tax Partner, Humes & Barrington, LLP
was a consultant or contractor to Tom at Retirement Solutions

------------------------------------------------------------------------------------------------------------

 "I've worked with Tom as a Third Party Administrator for my clients retirement plans for the past 8 years. He does an excellent job, and has a great working relationship with my clients. I would recommend his services to any client without hesitation."  May 14, 2008

1st Jeff Heveroh, Owner, Stonebridge Financial Group
was with another company when working with Tom at Retirement Solutions

------------------------------------------------------------------------------------------------------------

 "Tom is a personable advisor that has consistently provided our firm with excellent work at a reasonable cost."  May 14, 2008

Top qualities: Great Results, Expert, High Integrity

1st Bobbie Ashby,
hired Tom as a Business Consultant in 2006