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The Retirement Plan Company, LLC

Investment Management Firms

Description

The Retirement Plan Company, LLC offers retirement plan services. It offers retirement plan administration services; advisory services that include record keeping; investment platform for mutual fund investments, brokerage accounts, and exchange traded funds; and cafeteria plans and flexible spending accounts. The companys administration services include plan consultation, complimentary participant education, complimentary online enrollment, online access to account information, single log-in for 401(k) and FSA services, debit cards, online claim submission, claims administration and review, recordkeeping of participant accounts, discrimination testing, and annual plan reviews, as well as provides retirement saving resources, plan educational sessions, platform information and current fund lists, company customized retirement plan literature, and assistance with managing fiduciary responsibility. In addition, it offers compliance data center solutions that provide integrated outsourcing arrangement for various compliances and reporting tasks, including census exception reporting, compliance testing, contribution calculations, form 5500 preparation, and annual allocation processing, as well as business process outsourcing services for plan conversions, plan documents, payroll submissions, loan processing, distribution processing, and trust accounting. The Retirement Plan Company, LLC also provides tools to create and manage customized retirement plans and benefits packages for plan sponsors. The company serves financial advisors, third party administrators, and plan sponsors. The Retirement Plan Company, LLC was founded in 1992 and is based in Brentwood, Tennessee.

Corporate Address

1620 Westgate Circle Suite 170 Brentwood, TN37027 United States of America

United States of America

615-986-5500

Tags:

Personal Loans, Investment Loans, Loan Management, Loans and Financial

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