High service administration.  Offering a retirement plan (whether it is a defined benefit or a defined contribution plan) comes with a host of fiduciary responsibilities, tax compliance issues and administrative tasks that can be overwhelming.   Retirement Builders has helped more than 1,250 organizations throughout the United States with high quality, high service administration services.

• Compliance consultation related to plan audits, terminations, mergers and plan redesign
• 5500 return preparation
• Loan and distribution processing
• Contribution calculations
• Reporting at the plan sponsor and participant levels
• Tax Law Updates to stay abreast of important new tax law changes and how they impact the plan

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, an SEC Registered Investment Advisor not affiliated with Royal Alliance Associates.