Retirement Management Services, LLC

About

We are committed to providing the highest level of service to our clients, who have consistently ranked us #1 for customer service in a national survey of employers who were asked about their Third Party Administrators. Our focus on excellence, innovation and integrity can be seen by the following benefits of working with our firm:

• We are completely independent of any other retirement advisor the employer uses.
• For plans for which we receive “revenue sharing credits” from the investment firm, we credit the full amount back to the plan sponsor as an offset against our fees.
• We prepare technical articles and sponsor seminars that keep our clients and business partners up-to-date on critical issues in the retirement plan industry.
• We administer balance forward and daily valued plans.
• Our fees are completely transparent and explained to the client before the engagement and on future invoices.
• Our team of professionals are highly credentialed. Our Account Executives have an average of 20 years of retirement plan administration experience.
• All plan data is stored in an off-site, secure, electronic format. Sensitive electronic data that is transmitted between our firm and our clients is sent via a secure file transmission service.
• View this video to learn more about what a TPA does.