Integrity Retirement Plan Services

CONNECT

Address:

20975 Swenson Dr Ste 125
Waukesha, WI 53186

Phone:

Office (262) 754-6777,Toll Free (877) 202-7406

Fax/Other:

(262) 754-6798

Our Services

Integrity Retirement Plan Services, LLC is a full-service Third Party Administration company.

We provide different levels of services based on client need.

Our Full Service Administration includes but is not limited to:

  • Plan Design and Implementation
  • Administration and Record Keeping Service
  • Eligibility and Enrollment processes
  • Annual compliance testing 
  • Signature ready 5500's 
  • Employee education
  • Retiree counseling

Through Integrity Wealth Management, Inc.* and in conjunction with above:

  • Cost and Investment analyses
  • Due diligence market review
  • Trustee review annually
  • Investment monitoring
  • Fiduciary Management through AIF®

Our Third Party Administration only services are available for employers that only want Administration while controlling their plan's investments.

Accredited Investment Fiduciary ® Services are available as stand alone Fiduciary Management Consulting or as part of our full service Administration.

Please feel free to contact us for a no obligation discussion of your retirement plan needs.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck