Services

Administrative and Consulting Services

Retirement Plan Consultants, Inc. provides the following services related to retirement plans:

• Third Party Administrative (TPA) services
• Nondiscrimination & compliance testing
• Plan design & Plan document services
• IRS/DOL Form 5500 preparation
• Census & eligibility reviews
• Plan audit reviews
• General plan reviews
• Fiduciary responsibility reviews
• Section 404(c) reviews
• Conduct Request for Proposal (RFP) for new provider
• Control group analysis and testing
• Due diligence review prior to acquisitions
• Operations and payroll reviews

Services Provided

Listed below are services that you can expect from us to help you with your plan’s administration. At the end of each plan year, we will conduct the required compliance testing and prepare the annual Form 5500 filing. In addition, we will review your Plan’s provisions against the overall objective of the Plan and notify you if any changes/amendments might be necessary. If your Plan’s needs change during the year, we will work with you to make adjustments to your Plan. Our ultimate goal is to ensure that your Plan objectives continue to be met!