Why choose Retirement Plan Consultants over other Retirement Plan Service organizations?

• We dedicate a staff position, our New Business Coordinator, to the advisor during the sales process
• Our in-depth sales assistance includes:
  • Ordering proposals
  • Development and review of the plan design
  • Completion of vendor new business / contract paperwork
  • Preparation of customized plan documents
  • Support during the transfer of assets and plan conversion for existing plans
• In addition we provide on-going support after the sale by:
  • Sending open enrollment reminders to the Plan Sponsor
  • Ordering enrollment books
  • Assisting with the contribution process

It is our desire to make new business a smooth / seamless experience. If you are ready to start to work, click here to obtain all the appropriate forms. LET'S GET STARTED!