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Company Profile
Retirement Solutions, LLC is committed to providing hands-on service to
our clients and assistance to meet the specific needs of your customers. We
serve a wide variety of clients across New England offering many types of
retirement plans including 401(k), 403(b), Profit Sharing, and Single
Employer 401(k).
We will work with you to develop the tools necessary to ease the
administrative operations of your qualified retirement plan. We specialize
in working with your in-house personnel or an outside payroll service to
provide seamless data transfers to ease the administrative burden for you
and your staff.
Retirement Solutions, LLC is focused exclusively on qualified 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. The ultimate key to providing the
client with a successful plan is working 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.
Our schedule of fees is not as extensive as many Third Party
Administration firms because our philosophy is to make plans cost effective
for businesses while still providing a high quality of service. The fees in
our Estimated Fee Schedule are quoted without knowing the plan specifics and
adjustments may be possible depending on the design of the current plan and
the needs of the client.
Our People
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Victoria Sanderson
President |
Vicki is the President of Retirement Solutions, LLC. She founded the
company in 2004 to be alternative to higher cost Third Party
Administrators, providing an independent element to the business.
Prior to the establishment of Retirement Solutions, Vicki held her Series 6 and
Insurance licenses, providing enrollment education and plan advice to
both employers and employees. In order to maintain her independence and
avoid any potential conflict of interest, Vicki gave up her licenses.
The experiences she learned during that period helped her better
understand the unique challenges evolved in all aspects of plan design,
installation and administration. She has experience in sales and
marketing, and specializes in the design elements of the plans. As
President of Retirement Solutions, LLC, Vicki’s responsibilities include
the establishment and maintenance of relationships with clients and
other professionals as well as the internal quality control of the
firm’s operation. Currently Vicki is studying for her Certified
Pension Consultant designation through the American Association of
Pension Professionals and Actuaries and the Accredited Pension
Representative program through the National Institute of Pension
Administrators.
Vicki enjoys spending time with her family, working at her church and
being the Assistant Coach to the local High School Field Hockey team.
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Amy Martin, QKA, QPA
Senior Retirement Analyst |
Amy is a Senior Retirement Analyst who began working in the plan
administration field in 2000. Amy maintains a caseload involving 401(k)
Plans, Profit Sharing Plans, Money Purchase Plans, and 403(b) Plans.
Amy’s responsibilities include the day-to-day administration of client
retirement plans. She is involved with all aspects of participant
recordkeeping, distributions processing, and required compliance
testing. Amy joined Retirement Solutions, LLC in 2004 with experience in
plan administration and background working for an investment company.
Amy completed two courses in accounting at the Community College of
Vermont and a tax reporting course with H&R Block. She attained the
Qualified 401(k) Administrator designation in 2004 and the Qualified
Pension Administrator designation in 2008, sponsored by ASPPA. Amy has
successfully completed the requirements to attain the Enrolled Retirement
Plan Agent credentials and is awaiting the official designation from the
IRS.
Amy enjoys spending time with her family and friends and coaching her
daughter's basketball team.
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Karin Martin
Associate Retirement Analyst |
Karin is an Associate Retirement Analyst who joined Retirement
Solutions, LLC in July 2007. She is responsible for many aspects of
participant recordkeeping, distribution and loan processing. Karin has
an excellent background in computer systems and is currently studying to
complete her QKA designation. Karin has over 21 years of Customer
Service experience. Prior to coming to Retirement Solutions, LLC, Karin
was a Life Insurance "Jet" Underwriter as well as working in
Billing/Cash Disbursements and as a Retirement Trust Analyst.
In 2007, Karin completed a Customer Service Training at Norwich
University. She studied Business Writing at Vermont College and
successfully completed LOMA I & II at National Life Insurance Company.
Karin enjoys gardening, running athletics and spending time with
her family and pets. |
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