Since 1990, Retirement Essentials has provided Retirement Planning Services to thousands of small businesses through strong partnerships with accountants, financial planners, tax professionals, and investment advisors.
In 1990, we were contracted to manage a nationally recognized pension consulting hotline. In this capacity we were also responsible for the review and edit of prototype plans in preparation of their IRS submission. Their specialites included conducting IRS and Department of Labor research to adapt regulatory requirements to the plans, and the company began offering third party administration (TPA) services for retirement plans.
Kathy Larson and Roni Mays grew the company ten-fold, through referrals from satisfied clients and colleagues in the financial services industry.
Our administrators maintain current certifications as Certified Retirement Services Professionals, a designation awarded by the Institute of Certified Bankers. With the help of a dedicated team of professionals with an average length of service of ten years, our primary focus is in keeping their client accounts up-to-date with all current regulatory requirements and filings, as well as in managing the day-to-day operations.
Our team is always available and ready to assist you in providing seamless administration of your employer pension benefits plans! Whenever you contact us, you will always receive prompt attention from an experienced team member.