If you advise business owners on the merits of starting or maintaining a qualified retirement plan, Compensation Consultants, Inc. wants to serve as your back office resource. Providing quality retirement plan services to professional advisors since 1977, Compensation Consultants, Inc. has the knowledge and expertise to help you help your clients.
Here are a few of the ways we can help you:
By sharing a few key details of the business owner’s goals, along with employee census (salary, dates of hire, etc.) information, Compensation Consultants, Inc. can provide an analysis of the best plan designs available.
How do you get started? Download our Retirement Plan Questionnaire and fax it to us. Or, contact one of our Account Managers to discuss details.
Armed with the Plan Feasibility Study you can meet with your client to discuss options. You might consider inviting one of our Account Managers to join the meeting so that plan design options can be modified on-the-spot. Our research has shown that a professional advisor teamed with one of our specialists during a plan design meeting has a significantly higher probability of installing the plan.
Plan Installations
Compensation Consultants, Inc. sponsors a Regional Prototype Plan which has current IRS Qualified Status. Our Prototype Plan is available for custom design and adoption as soon as the employer is ready to get started.
Our Regional Prototype includes:
Compensation Consultants, Inc. also offers Individually Designed Plans that can meet almost any unique need. Complex allocation formulas and defining which employees are included or excluded from the plan are well suited for Individually Designed Plans (IDP).
In addition to legal plan documents, Compensation Consultants, Inc. will provide all disclosure notices for plan participants, training for staff assigned to administer the plan internally, and offer an introduction/installation meeting for employees upon request.
If a client is unsatisfied with their current plan administration arrangement, Compensation Consultants, Inc. can “takeover” the third-party administration and provide our excellent customer service.
If you have such a client, or want to compare our cost-effective fees, contact one of our Account Managers and ask for a Fee Quote.
Compensation Consultants, Inc. has experienced experts in all facets of retirement planning. If you have a client interested in SIMPLE IRAs, SEPs, or that has general questions on retirement plans, we are available to meet with you and the client.
Contact one of our Account Managers to discuss how we can share our quality retirement plan services with you.
