Local, Personalized and Custom Service

 

 

Helping small business owners make sense of their retirement plan

 

 

Your Small Business Retirement Plan Administrators

When it comes to planning for retirement, you have unique goals and needs. That’s why it’s important for us to give you local, personalized and custom service. We have face to face meetings, we review retirement plan options, and together, we will decide on the right path for you. We will make sure to administer your retirement plan correctly to help keep the IRS and Department of Labor away. You’ll never have to call a 1-800 number or talk with someone who doesn’t know you. We do not sell investments. Any revenue received from investment providers will be used to offset our fees. This keeps us focused on your best interests.

Together, we will decide on the right path for you.

WHAT WE DO

Did you know, the average person spends 20 years in retirement? A well designed retirement plan will put you on the right path.

  • Custom Solution Retirement Plans for Small Business Owners
  • Retirement Plan Design
  • Retirement Plan Compliance

Don’t worry. Plan early!

Contact Us Today!

Vicki Prenger
P: 937-308-0758
F: 513-725-1781
vicki@retirementplanadministrators.com

Rebecca Profitt
P: 937-562-1292
F: 513-725-1992
becky@retirementplanadministrators.com

Rolling over your 401(k): Avoid mistakes!

Rolling over your 401(k) is a big deal. There are many reasons to avoid doing it – and while it is sometimes necessary, it isn’t easy. There are many reasons why one might want to roll over their 401(k) but one major reason is changing jobs – or leaving a job. And it...

read more
Summer update: Automatic enrollment is mandatory in 2025

Summer update: Automatic enrollment is mandatory in 2025

Get ready: Automatic enrollment is mandatory in 2025 and now is the time to start preparing for this change! Under SECURE 2.0, there were numerous changes to retirement planning and one of the biggest changes is that automatic enrollment will be mandatory in 2025....

read more