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Retirement Plan Consultants, Inc (RPC) specializes in Small Business Qualified Plans such as Simple IRAs, SEP IRAs, 401(k) Plans, Standard, Age Weighted and Cross Tested Profit Sharing Plans and Defined Benefit / Defined Contribution combo plans. Our plan designs have helped small business owners to cache away from $4,000 to $194,000 each year. We currently serve over 150 small business covering nearly 8,000 employees. Our partners include some of the best third party administration firms and investment platforms in the country. We are focused on designing, implementing and maintaining the best plan possible for your business.
It has been said that brakes don’t stop your car, tires do. We believe that success at the participant level is where the rubber meets the road with a small business retirement plan. For this reason, we have licensed the use of Discover401k.com for our clients. This award winning comprehensive employee education system, which includes print articles, posters, paycheck stuffers, huge 6 ft tall hanging posters, online animated classes and much more may raise the education and participation levels of your plan.
Why use a “jack of all trades” firm as the investment representative on your plan when you can use a specialist? There are many things we don’t do. For instance, even though we are licensed we don’t sell health insurance, disability insurance or group life insurance. Why? You know the answer. It takes focus to the be the best. We look forward to having an opportunity to serve your small business in the future.
Jere El-Bakri is a registered principal with Nations Financial Group, Inc and the Director of Owner Services at Retirement Plan Consultants, Inc. Jere graduated Cum Laude with a BA in Microbiology from Utah State University. He also holds the CRPS (Chartered Retirement Plan Specialists) and AAMS (Accredited Asset Management Specialist) designations from the college for financial planning. Jere has passed the series 24, 7 & 63 exams and holds an insurance license.
Wesley Jensen is a registered representative with Nations Financial Group, Inc and the Director of Employee Services at Retirement Plan Consultants, Inc. He holds a BS in business management with an emphasis in financial services from Brigham Young University. Wes has passed the series 6 & 63 exams and holds an insurance license.
Jennifer Simonich is the client service manager at Retirement Plan Consultants, Inc. Jennifer is working on her QKA (Qualified 401(k) Administrator) designation from ASPPA (American Society of Pension Professionals and Actuaries) and serves as our liaison with our third party administration partners. Jennifer has over 9 years of experience working in the financial services industry.
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