Retirement Solutions Specialists

Retirement Solutions Specialists

Financial Services, San Jose BLVD, Jacksonville, , 32223, Florida, 12276, United States, 11-50 Employees

retiresolutions.net

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phone no Phone Number: 90********

Who is RETIREMENT SOLUTIONS SPECIALISTS

Retirement Solutions Specialists provides qualified retirement plan consultation and administration for owner-only, small businesses, corporations, public entities and non-profit organiza...

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  • 12276 San Jose BLVD, Jacksonville, Florida, 32223, United States Headquarters: 12276 San Jose BLVD, Jacksonville, Florida, 32223, United States
  • 2009 Date Founded: 2009
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6411 | NAICS Code: 452990 | Show More

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Retirement Solutions Specialists Org Chart and Mapping

Employees

Emilee Paris

Retirement Plan Administrator

William King

Registared Representive

Eric Palau

Retirement Plan Administrator

Kylie Jackson

Onboarding Specialist at Retirement Solutions Specialists

Rick Estep

Accounting Specialist

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Frequently Asked Questions Regarding Retirement Solutions Specialists

Answer: Retirement Solutions Specialists's headquarters are located at San Jose BLVD, Jacksonville, , 32223, Florida, 12276, United States

Answer: Retirement Solutions Specialists's phone number is 90********

Answer: Retirement Solutions Specialists's official website is https://retiresolutions.net

Answer: Retirement Solutions Specialists's revenue is $5 Million to $10 Million

Answer: Retirement Solutions Specialists's SIC: 6411

Answer: Retirement Solutions Specialists's NAICS: 452990

Answer: Retirement Solutions Specialists has 11-50 employees

Answer: Retirement Solutions Specialists is in Financial Services

Answer: Retirement Solutions Specialists contact info: Phone number: 90******** Website: https://retiresolutions.net

Answer: Retirement Solutions Specialists provides qualified retirement plan consultation and administration for owner-only, small businesses, corporations, public entities and non-profit organizations throughout the southeast. Mission Statement: Partnering with our clients, plan sponsors and participants to Achieve their Retirement Vision through a high-touch, proactive and consultative relationship. It is our goal to develop a retirement solution that will maximize the contributions and tax-deferral for our client business owners. We specialize in plan design and offer unbiased, independent advice to our clients. Once the plan has been designed, we assist our clients with a thorough and objective vendor selection. The types of plans we specialize in include: Profit Sharing (Age-Weighted and New Comp) 401(k) including Traditional and Safe Harbor Traditional Defined Benefit Plans Cash Balance Defined Benefit Plans DC/DB Combo Plans Owner-Only Plans ERISA 403(b) Plans Self-Direct Brokerage 401(k) accounts Standard services and administration include: Plan design analysis, consultation and vendor selection Participation with employee enrollment meetings All necessary Plan and Trust documents Summary Annual Reports Summary Plan Description ADP/ACP discrimination and required compliance tests Signature ready Form 5500 and related Schedules

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