Plan Design Assistance and Compliance
Administration Liaison Services
Plan design may be the single most important factor when it comes to helping employees and owners prepare for retirement. Simply put, the plan just needs to run correctly and provide the best possible opportunities for all employees, including owners, to save as much as they can for retirement. Retirement Plan Consultants, Inc. is in a specialized position from an education and experience perspective to help plan sponsors with plan design and plan administration.
If you have sponsored a plan for some time, you have undoubtedly run into things like compliance testing, data gathering for 5500 filings, file and contribution submission and many other day to day workings of the plan. You may have wished you had professional assistance in these areas. Our dedicated staff has extensive administration experience and education. Jere El-Bakri has received the QPA (Qualified Pension Administrator) designation from ASPPA (American Society of Pension Professionals and Actuaries). Branch Operations Manager Jennifer Simonich has received the CRPS (Chartered Retirement Plan Specialist) designation from the College for Financial Planning, and her background includes extensive experience in plan administration.
Retirement Plan Consultants has helped hundreds of plan sponsors design a plan that is right for them. We utilize our years of experience, education, and personal in-depth communication to learn about your specific organization in order to help you design a retirement program solution for your organization. Feel free to contact us to learn more about plan design and even get an idea of what general design features might be right for you.