Building Better Retirement Plans

Independent Fiduciary

Our commitment is to serve each client's best interest by working to build the optimal solution that delivers desired outcomes. Our diverse team of experts include ERISA trained administrators, licensed investment advisors and compliance focused legal counsel giving you a team that can truly handle it all.


Our Services

We offer a wide range of financial services from corporate retirement plans to individual wealth management.
  • Corporate Retirement Plan Consulting

    Whether you are reviewing your current plan or looking to offer a retirement plan to your team for the first time, our advisors have extensive experience in performing vendor searches, evaluating plan design, and selecting/reviewing investment options.  


    We understand the daily challenges businesses face. Let us worry about the changing regulations and latest market trends, allowing you to focus your time where it is needed most. 


    Defined Contribution Plans 

    • 401(k) Plan 
    • 403(b) Plan 
    • 457 Plan 
    • Profit Sharing 
    • SIMPLE IRA
    • SEP IRA

    Defined Benefit Plans 

    • Cash Balance Plan 
    • Simplified Employee Pension Plan (SEP) 
  • Financial Education Services

    The true passion of our team. Every employee from the newly enrolled to someone nearing retirement deserves individual attention to make sure they are on the right track to reach their financial goals.


    • Group Educational Meetings
    • One-on-One Employee Advisory Meetings
    • Direct Phone and Email Access to Advisors
    • Social Security Optimization Consulting
    • Portfolio Analysis
    • Retirement Readiness Analysis
  • Fiduciary Services

    Retirement Plans, Inc., a fee-only, independent Registered Investment Advisory Firm,  acts as a fidcuiary to corporate retirement plans, their employees and individual investors. As fiduciaries, we are held to the highest level of ethical standards. Our fiduciary services allow plan sponsors and investors to relax knowing that their best interest is always put first.


    • 3(38) Investment Fiduciary
    • Limited-Scope 3(16) Administrative Fiduciary
    • Individual Investor Fiduciary Services  
  • Third-Party Administrative Services (TPA)

    Our expert staff specializes in helping plan sponsors navigate the complexities of 401(k) and profit-sharing plan design to optimize the plan for tax and operational efficiency.


    • Annual ADP/ACP Testing
    • Annual Form 5500 Filing
    • Plan Compliance Oversight
    • Plan Design Optimization Consulting
    • Plan Design Benchmarking
    • Notice Distribution
  • Wealth Management

    Stocks, mutual funds or bonds — we'll find the right combination for you. Our advisors will help you to diversify your portfolio based on your individual circumstances and risk tolerance. We utilize only the lowest cost investments possible when creating our portfolios, so our clients can keep more of the returns.

On Your Terms

We customize each plan to efficiently meet the unique needs of the client company.

Personal Attention

We individually equip our client's employees with the tools they need to successfully prepare for retirement.

Straight Talk

Everything is explained in plain English; from plan costs to technical regulations.

Hassle Free

Administration of your plan is made easy leaving you free to focus on what you do best.