ABOUT US
We are a full-service third-party retirement plan administration
company specializing in providing aid to small, independently owned
businesses like yours in the creation, administration and record
keeping aspects of a variety of retirement plan options. In addition,
we are proud to offer business owners assistance in the design
and implementation of other sophisticated retirement plans including
Safe Harbor 401(k) and New Comparability Plans. Experts in retirement
planning administration, our services are available to employers
throughout the United States.
Our clients can expect to receive the utmost in service and
sound consulting advice in the retirement planning arena. Our
experienced professionals are knowledgeable in all aspects of
third-party record keeping and administration and are proud to
oversee participant-directed plans as well as bundled plans,
which are trustee directed for investment purposes.
Five Star Retirement Professionals, LLC will provide a complete
Plan Document, Summary Plan Description, Sponsor Adoption Agreement,
Corporate Resolution and other participant forms to assist you
in administering your plan. In addition, we’ll prepare
all tax returns and filings as outlined by the IRS and Department
of Labor.
In the event of an IRS or Department
of Labor audit, Five Star will offer audit services as
necessary.
Our approach to the retirement planning needs of small business owners is nothing
less than exceptional. We are dedicated professionals who make the success
of our clients our top priority. Experience and expertise in the field make
us an important asset to any small business. |
