Services For Your Business

What's in the bag? Business of Software 2010Are you looking for a Retirement Plan that is carefully designed to meet your business’s specific needs and circumstances, while also providing important benefits to your employees?

Retirement Essentials has over 20 years experience in creating cost effective custom plans for employers.

Our experience in working with employers has resulted in the development of plan features and services that are designed to meet both your and your employees’  retirement plan needs. For example, we understand that for many companies, in order to serve the best interests of the company while also providing a valuable benefit to the employees, cash flow is an important consideration in determining employer contribution levels.

We provide prototype plan documents that are flexible enough to accommodate a wide range of eligibility, vesting, contribution, and distribution provisions.  This permits us to custom fit the plan to achieve your goals.

Our consulting services include:

  • review of existing plans,
  • analysis of your retirement plan goals, and
  • preparation of a plan proposal to illustrate the specific features that will best suit your business.

Our administrative support services target regulatory compliance and government reporting requirements which are the functions  most employers want and need.   We leave you in control of the plan assets so that you and your investment professional may select and manage the investments according to your goals.

A Retirement Specialist is assigned to your plan and is available to assist you with all of your questions and concerns at our toll-free number 1-800-297-6746, or by email at [email protected].

photo by: betsyweber