Administrative Services for Qualified Retirement Plans

The Retirement Team provides consulting and administrative services for Employers who sponsor 401(k) plans, profit sharing plans, money purchase plans, ESOPs, and defined benefit plans. A common term used to describe part of our firm's work is "third party administrator" (TPA).

Experienced Consulting for Worry-Free Plan Design and Operation

Employers need objective, qualified consultants to identify and assess problems, and implement cost-effective solutions. The Retirement Team has 46 years of combined experience, providing Employers with unbiased assistance on their unique, complex retirement plan issues. You won't find investment products or investment advice for sale here, but if needed, we can put you in touch with reputable financial advisors.

A Secure Website Saving You Time, Money, and Worry

Confidential information, documents, and communications between you and The Retirement Team are transmitted securely through our website. It's easier, less expensive, and more secure than conventional methods.

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