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Retirement Solutions realizes that a successful retirement plan is a program built upon a commitment to service. What's more, you choose the investment partner to perform your plan's participant recordkeeping services. This approach works well for sponsors looking for top-notch administration services offered by a premier, local provider with the flexibility of industry leading investment providers.


Recordkeeping Services

  • Daily valuation of accounts
  • Electronic loan and distribution initiation and processing
  • Quarterly statements mailed to participants’ homes
  • IRS Form 1099 preparation and reporting
  • Fully transactional Voice Response System (VRS)


Plan Sponsor and Participant Services

  • Fully transactional Internet site.
  • Optional electronic enrollment.
  • Internet and VRS access to change deferrals and fund rebalancing
  • Investment guidance and advice, provided by your financial advisor
  • Online retirement planning participant center providing various tools necessary to assist participants in planning for retirement: retirement calculators, loan calculator, paycheck comparison calculator


Administrative Services

Throughout the life of your retirement plan, Retirement Solutions will be responsible for:

  • Ensuring the Plan is in compliance with all laws and regulations.
  • Plan introduction and subsequent enrollments.
  • Provide a personalized plan forms manual
  • Eligibility tracking
  • Quarterly employer reports
  • Compliance testing
  • Ongoing education resources and decision-making tools
  • IRS Form 5500 preparation


Combining Retirement Solutions with the Investment Professional of your choice provides you with a retirement plan solution that keeps your involvement to a minimum and job satisfaction to a maximum.


What makes our recordkeeping and administration satisfying to clients?


Accuracy. Responsiveness. Timeliness. Glitch free.2