Retirement Plan Consultants Annual Revenue, Number of Employees, Growth and Funding
Estimated Revenue & Financials
- Retirement Plan Consultants's estimated annual revenue is currently $9.9M per year.
- Retirement Plan Consultants's estimated revenue per employee is $197,400
- Retirement Plan Consultants has 50 Employees.
- Retirement Plan Consultants grew their employee count by 11% last year.
- Retirement Plan Consultants currently has N/A job openings.
|Josh Kegley||Partner, National Sales Director|
|Tom Allen||Regional Director|
|Diane Moss||Co-founder, former President and Consultant|
|Thomas Pohlen||Regional Director|
|Rickie Taylor||Regional Director|
What Is Retirement Plan Consultants?
Retirement Plan Consultants LLC is a professional firm of CPAs who partner with elite Advisory Firms from across the country, helping them to serve their clients by acting as Third Party Administrator (TPA), Recordkeeper, Independent Fiduciary, and Professional, Unbiased Investment Management. Value Added Services include: - Individualized Guidance - to develop a clear vision for your retirement plan - Participant Education - ERISA 3(38) Fiduciary - Quarterly Fund Lineup Monitoring - Model Portfolios - professionally managed and constantly monitored - Bundled Provider - to manage all aspects of your retirement plan under one roof - State-of-the-Art Plan Design - customized to maximize tax opportunities - Fiduciary Audit File Binder - compiled to keep you in constant compliance - IRS Audit Guarantee - any CPA time needed to answer questions in regards to an audit would be at no additional cost. We partner with you for retirement success! www.retirementplanconsultants.net 1-877-800-1114keywords:Finance
Number of Employees
Employee Growth %
|Name||Revenue||Number of Employees||Employee Growth||Total Funding|
|Foley Business ...||$6.5M||33||27%||N/A|
|Platte Valley C...||$7.6M||39||22%||N/A|
|Orion Advisor S...||$69.3M||353||17%||N/A|
Retirement Plan Consultants News
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