Retirement Solutions Advisors, LLC has expertise with many different types of retirement plans. Why? Because we realize that not all employers have the same needs.

 

That's why we take the time to get to know our clients and assist with a plan design that fits!  We will not use a "cookie-cutter" type of plan design for our clients because a family-run business will not need the same plan design as a 1,000 employee corporation.

 

 

Once we have helped you design your plan,RSA prepares the documents to establish the plan. Typically, an Adoption Agreement, Base Plan Document,Summary Plan Description,and Sample Board Resolution are provided.Additional document services include Plan Amendments, Notice to Interested Parties and preparation of Submission Packages for IRS Determination Letters,if required.

 

 

 

Working along side your financial advisor,we will help you determine the appropriate record keeper and investment platform for your plan. Our focus will be on helping you select a vendor who will streamline the day to day operation of the your and an investment platform that provides an appropriate mix of competitive investment choices. We will assist you to gain a complete understanding of the expense of the operation of your plan.