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About us
Retirement Plan Review:
The professionals at RETIREMENT PLAN
REVIEW, INC. (RPR) have been providing quality retirement plan
services to corporations, privately owned businesses, and self
employed professionals since 1979. RPR specializes in the design,
installation and administration of qualified and non-qualified
retirement plans; we also provide consulting services to sponsors of
pension and retirement plans. Therefore, our experienced staff will
always assist our clients in establishing and implementing
meaningful solutions for all of their complex retirement planning
concerns.
Capabilities
RPR
provides for every type of retirement plan, including: Age-Weighted
Profit Sharing, Defined Benefit Pension, Profit Sharing, Money
Purchase Pension, Target Benefit, Deferred Compensation Programs,
Section 125 Cafeteria Plans and 401(k)Plans.
Services
Retirement Plan Review's services include PLAN DESIGN,
IMPLEMENTATION, ADMINISTRATION, ACTUARIAL CONSULTING and TRUST
ACCOUNTING. Our staff of consultants, actuaries and administrators
are kept up to date regarding currents methods in the pension
industry to assure your satisfaction. RPR features one of the most
comprehensive design and administration systems, so we can meet your
objectives. We are sure you will find the following informative, and
ask that you not hesitate to call us with any questions you might
have
Experience
RPR
is a leader in the qualified retirement plan industry, operating on
the leading edge by keeping current with regard to statutory and
regulatory issues. Our plan compliance department monitors the
day-to-day activities of the government for any developments which
may affect our clients and their qualified plans. Our staff is
required to stay abreast of any and all changes. By providing
continuous education, RPR assures your access to an expert for your
retirement plan's administration.
Consulting
The
qualified retirement plan area is one of the most complex and
beneficial areas of tax planning today. The numerous plan
provisions, retirement formulas, and plan assumptions can alter a
person's retirement benefit and tax savings by many thousands of
dollars. Non-compliance in this area because of poor design or
redesign can result in disqualification of the plan and failure to
capitalize on financial opportunities. The final result is a loss of
retirement and current and prior tax benefits.
RPR understands the complexities and maintains a staff of expert
field consultants who are available to meet personally with each
client to provide the necessary guidance to insure that the plan
meets their financial and retirement objectives. In addition, each
client is assigned an account executive who handles the day-to-day
administrative functions of the plan and deals with clients on a
one-on-one basis.
Flexibility
RPR
does not sell financial products or advise on the investment of
trust assets. This is important because it allows us to be totally
objective with respect to the design and administration of our
clients' plans. They are free to do the following:
place their assets into investments which suit their personal,
financial and retirement objectives; change their investments at any
time; and, utilize investment advisors and vendors of their own
choosing.
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