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.
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