Put our experience to work.
A Trusted Partner in Comprehensive Retirement Planning Solutions
Founded in 1973, EIP is a leading third-party administrator specializing in the design, implementation, and administration of qualified retirement plans for businesses. With decades of experience and a team of dedicated professionals, we partner with clients to establish and manage plans that cater to their unique needs and objectives.
Our Expertise
We offer a comprehensive range of services across every stage of the retirement planning process, including:
Plan Design
- Identifying the ideal retirement plan type for your business
- Developing a customized plan document and adoption agreement
- Obtaining IRS approval for your plan
- Implementing both new and existing plans
Administrative Services
- Managing day-to-day operations with meticulous accuracy and efficiency
- Handling amendments, participant updates, and compliance requirements
- Generating required reports and statements on time
Investment Options
- Providing access to a diversified range of investment options to meet your employees' individual needs and goals
- Partnering with reputable investment professionals to ensure optimal returns
Tailored Solutions
- We understand that every business is different. Our approach is personalized, with a focus on understanding your unique goals and challenges.
- We offer flexible solutions to accommodate your specific industry, size, and employee population.
Our Philosophy
At EIP, our mission is to simplify the retirement planning process for businesses. We believe in:
- Client-centered approach: We prioritize open communication and collaboration throughout the process.
- Expertise and Experience: Our team of professionals have extensive experience in retirement plan administration.
- Attention to Detail: We meticulously track every detail to ensure compliance and accuracy.
Why Choose EIP?
- Decades of experience and a proven track record
- Personalized and collaborative approach
- Comprehensive range of services
- Attention to detail and compliance
- Strong commitment to client satisfaction
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