 |
|
|
|
"I have worked with others in their field and Access is the best. They are responsive, accurate and knowledgeable. You’re working with people who know their profession." Jenny West | R. E. West Transportation |
|
|
|
|
|
|
|
|
"Access is very knowledgeable, their client communication is great and I very much like their can-do attitude." Douglas H. Smith, CFP® | Ameriprise Financial |
|
|
|
|
|
|
|
|
"Ed’s Supply has had the pleasure of working with Access for almost 10 years. We really appreciate the prompt and professional service we receive from Kaye Steele and her staff. I am confident that we are always up-to- date on our fiduciary responsibilities for our 401K plan. We look forward to a long business relationship with Access Retirement Services." Steve Byram, President | Ed's Supply |
|
|
|
|
|
|
|
|
"Mallory Valley Utility District has been an Access client since 2001. Over the years Access has met and exceeded all expectations ... the staff is always available to answer questions and provide direction in all areas of retirement planning. The reporting methods of Access are concise and easy to understand, and the annual valuation is detailed for each participant. It has been a pleasure to work with the entire staff." Ansley Coode, GM |Mallory Valley Utility District |
|
|
|
|
|
|
|
|
"Working with Access is a great pleasure. My confidence is high in their ability to proactively guide us through the technical waters and compliance requirements of our plans. They give us quality advice on the direction to follow." Heather Singh-Logan | Passport Health |
|
|
|
|
|
|
|
|
"The Mathews Company has been a client of Access Retirement for over eight years. They have performed our annual 401(k) plan testing and prepared our Form 5500 each year. As a key benefit business partner, they are invaluable in assisting us with the day-to-day administration of our plan, including employee withdrawals, loans and eligibility questions. Access' people are friendly and always respond to questions we have in a timely and accurate manner. They are a pleasure to work with." Randy Price, CFO | The Mathews Company |
|
|
|
|
|
|
|
|
“Access Retirement Services has served us as a true partner. They go to great lengths to ensure our satisfaction, and I sleep well at night knowing our benefit plans are managed professionally, and are 100% compliant.” Mike Moore, VP, HR & Administration |
|
|
|
|