Retirement Solutions Specialists

Financial ServicesFlorida, United States11-50 Employees

Retirement Solutions Specialists provides qualified retirement plan consultation and administration for owner-only, small businesses, corporations, public entities and non-profit organizations throughout the southeast.

Mission Statement: Partnering with our clients, plan sponsors and participants to Achieve their Retirement Vision through a high-touch, proactive and consultative relationship.

It is our goal to develop a retirement solution that will maximize the contributions and tax-deferral for our client business owners.  We specialize in plan design and offer  unbiased, independent advice to our clients.  Once the plan has been designed, we assist our clients with a thorough and objective vendor selection.  

The types of plans we specialize in include:
 Profit Sharing (Age-Weighted and New Comp)
 401(k) including Traditional and Safe Harbor 
 Traditional Defined Benefit Plans
 Cash Balance Defined Benefit Plans
 DC/DB Combo Plans
 Owner-Only Plans 
 ERISA 403(b) Plans
 Self-Direct Brokerage 401(k) accounts

Standard services and administration include:
 Plan design analysis, consultation and vendor selection
 Participation with employee enrollment meetings
 All necessary Plan and Trust documents
 Summary Annual Reports
 Summary Plan Description
 ADP/ACP discrimination and required compliance tests
 Signature ready Form 5500 and related Schedules

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