As a leader in full-service retirement plan administration, Access Retirement Services, LLC, is pleased to offer:
▼ Plan consulting and design
▼ IRS-approved plan documents
▼ In-house recordkeeping services
▼ IRS/DOL negotiations & filings
▼ Problem resolution
▼ Compliance testing and reporting
Our company, formed in 1997, currently provides services to hundreds of small- and medium-sized businesses, tailoring those services to each client's own special requirements.
Experience and expertise are critical in the complex field of retirement plan design. Because our employees have an average of more than 17 years' experience, we can handle any situation that arises with precision, confidence and exceptionally responsive customer service.
Access Retirement Services is an independent company; we do not manage assets or collect commissions. As a result, we can offer objective consultations and services, regardless of the investment provider affiliated with your plan.
Kaye Steele |
STAFF MEMBERSHIPS & DESIGNATIONS |
