Retirement Solutions Specialists

Financial ServicesFlorida, United States11-50 Employees

Retirement Solutions Specialists is a financial services firm that provides qualified retirement plan consultation and administration for owner-only businesses, small companies, corporations, public entities, and non-profits across the southeast. Based in Jacksonville, Florida, the firm operates with a mid-sized team and emphasizes independent guidance in working with plan sponsors and participants.

Its objective is to develop retirement solutions that maximize contributions and tax deferral for client business owners, pairing plan design with objective vendor selection. The company specializes in a range of plans, including profit-sharing plans (with age-weighted contributions and newer compensation structures), traditional and Safe Harbor 401(k) plans, traditional Defined Benefit plans, Cash Balance Defined Benefit plans, DC/DB hybrid plans, owner-only plans, ERISA 403(b) plans, and self-directed brokerage 401(k) accounts. Standard administration services cover plan design analysis, employee enrollment participation, preparation of all necessary plan and trust documents and reports, Summary Plan Descriptions, required compliance tests, and signature-ready Form 5500 filings.

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