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five star retirement  

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.

 
1425 Prince Street
Houston, TX 77008
P: (713) 572-6630
F: 713-572-8097
 

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.

 

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