#1 Startup Dataset
Growth rates, revenue data, direct competitors and contact details.
Kim Newman Email
Retirement Plan Administrator . Retirement Solutions Specialists
Jacksonville, FL
LocationPrimary Email
How to contact Kim Newman
Join and see Kim's contact info for free!Current Roles
Employees:
34Revenue:
$5.7MAbout
Retirement Solutions Specialists provides qualified retirement plan consultation and administration for owner-only, small businesses, corporations, public entities and non-profit organizations throughout the southeast. Mission Statement: Partnering with our clients, plan sponsors and participants to Achieve their Retirement Vision through a high-touch, proactive and consultative relationship. It is our goal to develop a retirement solution that will maximize the contributions and tax-deferral for our client business owners. We specialize in plan design and offer unbiased, independent advice to our clients. Once the plan has been designed, we assist our clients with a thorough and objective vendor selection. The types of plans we specialize in include: Profit Sharing (Age-Weighted and New Comp) 401(k) including Traditional and Safe Harbor Traditional Defined Benefit Plans Cash Balance Defined Benefit Plans DC/DB Combo Plans Owner-Only Plans ERISA 403(b) Plans Self-Direct Brokerage 401(k) accounts Standard services and administration include: Plan design analysis, consultation and vendor selection Participation with employee enrollment meetings All necessary Plan and Trust documents Summary Annual Reports Summary Plan Description ADP/ACP discrimination and required compliance tests Signature ready Form 5500 and related SchedulesRetirement Solutions Specialists Address
PO Box 601070Jacksonville, FL
United States