Providing retirement management services; design, documentation, administration and problem resolution to investment specialists, CPA's and employers.

 

 

 

Retirement Solutions is a Third Party Administration firm which assists financial professionals, CPA’s and employers in the design,  implementation, administration and communication of a wide range of retirement plans.  We are committed to providing these services to our clients in a timely, accurate and cost-effective manner.

Throughout the administration process we help remove the confusion of setting up and managing company retirement plans.  The ultimate key to providing the client  with a successful plan is to work with someone who has spent the time and energy getting  to know the business needs and building  the plan and relationships to continuously meet those needs. 

Retirement Solutions is responsible for only one product line--retirement plans--and we have years of experience in the field.  We draw upon our knowledge of defined contribution plan options to find the right solution to meet the unique needs of any client.

Our retirement plan services include, but are not limited to:

Plan Design and Implementation

Plan Recordkeeping and Administration

Annual Compliance Testing and Government Reporting

Plan Terminations

Consulting Services

 


Contact Us

To learn more about our services, or if you have questions about the services we have to offer, you may contact your financial representative, CPA, or contact us directly

Mail:

Retirement Solutions
162 North Main Street, Suite 204
Barre, VT 05641

Telephone:

802-479-0092

Toll Free:

888-479-0092

Fax:

802-522-1331

Email:

info@retsol-tpa.com