Retirement Plan Consultants Annual Revenue, Number of Employees, Growth and Funding

Overview

Location:
Norfolk, NE USA
Total Funding:N/A
Industry:Finance
Founded:2009
Lead Investor(s):N/A
Press

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

Employee Data

  • 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.

Executive Contacts

NameTitle
Josh KegleyPartner, National Sales Director
Tom AllenRegional Director
Diane MossCo-founder, former President and Consultant
Thomas PohlenRegional Director
Rickie TaylorRegional Director

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 1-877-800-1114

keywords:Finance

50

Number of Employees

$9.9M

Revenue (est)

N/A

Current Jobs

11%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
The Strawhecker...
$6.9M3521%N/A
Carson Institut...
$6.5M3322%N/A
Foley Business ...
$6.5M3327%N/A
Platte Valley C...
$7.6M3922%N/A
Securities Amer...
$194.5M9916%N/A
Orion Advisor S...
$69.3M35317%N/A
NorthStar Finan...
$33M1684%N/A
Centris Federal...
$40.7M2087%N/A
Haberfeld
$15.3M788%N/A
Retirement Plan...
$9.9M5011%N/A

Retirement Plan Consultants News

09/03/2019 - Principal Invests in Platform Enhancements to Help Improve ...

As part of the integration of the Wells Fargo Institutional Retirement ... to help advisors and consultants serve small to large retirement plan ...

09/08/2019 - Principal Pledges Seamless Transition for Wells Fargo Recordkeeping Clients

She says the firm is rolling out a chat feature for retirement plan ... platform will enable retirement specialist advisers and consultants to do more ...

09/03/2019 - MIT Accused Of Sweet Relationship With Fidelity, Costing Employees

The same as any employer that offers workers a retirement plan, MIT ... Schlichter said MIT's own outside consultants recommended shifting to ...