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©2012 Retirement Plan Advisors, Ltd.

 

corporate clients with retirement plans

We proactively serve sponsors of group retirement plans who value good governance, cost efficiency and powerful participation education.

 

 

 

Servicing: 401(k), 403(b), Profit Sharing Plans,
Cash Balance Plans, and Defined Benefit Plans.

 

 

Fiduciary Governance

Your fiduciary responsibilities include managing the operation of the plan.
We will provide:

• Investment Policy Statement;
• Quarterly review documents;
• Department of Labor and IRS updates that concern your plan

Questions on any of these services? Contact us and we’ll be happy to discuss our services, process, and the benefits of working with an Accredited Investment Fiduciary Analyst (AIFA®).