Retirement Plans

RetirementPlans.com is a Dallas-based TPA firm that specializes in providing national retirement plan administration and compliance services to companies of all shapes and sizes. With over 40 years of experience in the industry, our team of experts has helped countless businesses manage their company-sponsored retirement plans effectively and efficiently.

Our Mission

At RetirementPlans.com, our mission is to help businesses of all sizes maximize the benefits of their retirement plans while minimizing their administrative burdens. We believe that every company deserves access to expert guidance and support when it comes to their retirement plans. That's why we're dedicated to providing personalized service, accurate and timely compliance, and tailored plan design to meet the unique needs of each of our clients.

Our Services

We offer a wide range of services to help businesses manage their retirement plans effectively. Our services include:

Plan Design and Document Services

• Customized plan design to meet the unique needs of each client
• Flexible plan documents that work for a diverse range of employee populations
• Expert guidance on plan design best practices

Plan Administration and Compliance

• Third-party administration and recordkeeping services
• Compliance guidance and government filing preparation
• Annual and ad-hoc government filing preparation and submission
• Audit support and management

Consulting and Support

• Expert consultation on plan design, compliance, and fiduciary responsibilities
• Customized plan reviews and benchmarking
• Fiduciary guidance and plan testing
• Quarterly and annual reporting and plan evaluation

Why Choose Us

At RetirementPlans.com, we pride ourselves on our expertise, responsiveness, and commitment to our clients. We understand that every business is unique, and we're dedicated to providing tailored solutions to meet the specific needs of each client. Our experienced consultants are available year-round to answer questions and provide guidance on plan-related issues.

History

We have been an independently owned and operated TPA firm since 1986, and we've been fortunate enough to work with clients of all sizes and industries. We're proud of our humble beginnings and our commitment to providing exceptional service and expertise to our clients.

Get in Touch

If you're interested in learning more about how RetirementPlans.com can help you manage your retirement plan, we'd be happy to chat. Please don't hesitate to contact us to schedule a consultation or request a proposal.