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.
- Daily valuation of accounts
- Electronic loan and distribution
initiation and processing
- Quarterly statements mailed to
- IRS Form 1099 preparation and
- Fully transactional Voice
Response System (VRS)
Plan Sponsor and
- Fully transactional Internet
- 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
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
a personalized plan forms manual
- Eligibility tracking
- Quarterly employer reports
- Compliance testing
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?
Timeliness. Glitch free.2