Retirement Plan Administration | Financial Advisors

Attracting – and retaining – top talent is an essential element in any thriving business. One way to help ensure your company does this is by offering a great retirement plan, whether it’s a defined benefit or a defined contribution plan.

Offering such a plan, however, comes with a host of fiduciary responsibilities, tax compliance issues and administrative tasks. Overseeing those tasks can be overwhelming.

Let Rehmann Retirement Builders lift that burden from you and help efficiently manage your retirement plan. We’ve done it successfully for more than 1,250 organizations throughout the U.S, with high-quality, high-service administration services such as:

  • Compliance consultation related to plan audits, terminations, mergers and plan redesign
  • 5500 return preparation

  • Loan and distribution processing

  • Reporting at the plan sponsor and participant levels

  • Contribution calculationsFiduciary Due Diligence Consulting (everything from coordination with plan service providers to mock DOL exams)

Less time and money
Proper management and reporting of a plan can be costly and time consuming. Our plan administration services help you cost-effectively administer your plan while saving you valuable time to focus on your business.

Plan checkup
Already have a plan in place? Through our plan health review, we can review your plan to ensure it is in full compliance with today's tax laws and that it continues to meet your company's strategic objectives and your personal retirement goals.

You have a lot of important tasks ahead of you. Administering to your plan doesn't have to be one of them. Contact us today to learn how we can take care of your plan – while you take care of your business.

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