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  About us

Retirement Plan Review:  The professionals at RETIREMENT PLAN REVIEW, INC. (RPR) have been providing quality retirement plan services to corporations, privately owned businesses, and self employed professionals since 1979. RPR specializes in the design, installation and administration of qualified and non-qualified retirement plans; we also provide consulting services to sponsors of pension and retirement plans. Therefore, our experienced staff will always assist our clients in establishing and implementing meaningful solutions for all of their complex retirement planning concerns.

Capabilities
  RPR provides for every type of retirement plan, including: Age-Weighted Profit Sharing, Defined Benefit Pension, Profit Sharing, Money Purchase Pension, Target Benefit, Deferred Compensation Programs, Section 125 Cafeteria Plans and 401(k)Plans.

Services
  Retirement Plan Review's services include PLAN DESIGN, IMPLEMENTATION, ADMINISTRATION, ACTUARIAL CONSULTING and TRUST ACCOUNTING. Our staff of consultants, actuaries and administrators are kept up to date regarding currents methods in the pension industry to assure your satisfaction. RPR features one of the most comprehensive design and administration systems, so we can meet your objectives. We are sure you will find the following informative, and ask that you not hesitate to call us with any questions you might have                                                                                                 

Experience
  RPR is a leader in the qualified retirement plan industry, operating on the leading edge by keeping current with regard to statutory and regulatory issues. Our plan compliance department monitors the day-to-day activities of the government for any developments which may affect our clients and their qualified plans. Our staff is required to stay abreast of any and all changes. By providing continuous education, RPR assures your access to an expert for your retirement plan's administration.

Consulting
  The qualified retirement plan area is one of the most complex and beneficial areas of tax planning today. The numerous plan provisions, retirement formulas, and plan assumptions can alter a person's retirement benefit and tax savings by many thousands of dollars. Non-compliance in this area because of poor design or redesign can result in disqualification of the plan and failure to capitalize on financial opportunities. The final result is a loss of retirement and current and prior tax benefits.
RPR understands the complexities and maintains a staff of expert field consultants who are available to meet personally with each client to provide the necessary guidance to insure that the plan meets their financial and retirement objectives. In addition, each client is assigned an account executive who handles the day-to-day administrative functions of the plan and deals with clients on a one-on-one basis.

Flexibility
  RPR does not sell financial products or advise on the investment of trust assets. This is important because it allows us to be totally objective with respect to the design and administration of our clients' plans. They are free to do the following:
place their assets into investments which suit their personal, financial and retirement objectives; change their investments at any time; and, utilize investment advisors and vendors of their own choosing.

 
 
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