Latitude Retirement Email Format

Financial ServicesIndiana, United States11-50 Employees

Latitude Retirement is a financial services firm that specializes in retirement plan administration for employers and their employees. Based in Plymouth, Indiana, it was founded in 1989 and maintains regional offices in Cincinnati, Columbus, Indianapolis, Charleston, Los Angeles, and Phoenix.

The client base ranges from single-person plans to larger organizations across professional services, retail, and manufacturing, typically working with financial advisors to implement and manage retirement plans. The company offers administration and actuarial services for a range of plans, including 401(k), 403(b), 457(b), Profit Sharing, Money Purchase, ESOP, Cash Balance, and Defined Benefit Plans. A team of actuaries, attorneys, consultants, and administrators handles design, compliance, communication, and actuarial services for defined benefit or cash balance plans, along with contribution processing and distributions for terminated participants.

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