Retirement Solutions Specialists
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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
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
Retirement Solutions Specialists Offices
OnSite Workspace
Employees work from physical offices.
Typical time on-site:
None
Jacksonville, Florida, USA
