Retirement Solutions Specialists
Financial Services, San Jose BLVD, Jacksonville, , 32223, Florida, 12276, United States, 11-50 Employees
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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- Headquarters: 12276 San Jose BLVD, Jacksonville, Florida, 32223, United States
- Date Founded: 2009
- Employees: 11-50
- Revenue: $5 Million to $10 Million
- Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6411 | NAICS Code: 452990 | Show More
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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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