Retirement Planning Services
Manta has 5 businesses under Retirement Planning Services in Alabama
Featured Company Listings
CLAIMED
Categorized under Retirement Planning Services
Our primary business is retirement plan administration and we are committed to providing you with the resources you need to effectively select, manage, and monitor your retirement plan.
As an independent TPA provider, we are able to work with any recordkeeper. This gives us a lot of flexibility and allows us to act in your best interests.
Common administrative tasks including plan document maintenance, 5500 preparation, match/profit sharing calculations, non-discrimination testing and other tasks to keep a 401(k) plan in compliance with the Employee Retirement Income Security Act of 1974 (ERISA).
Retirement Plan Services:
Plan Design & Consulting
Prototype Plan Documents
Summary Plan Descriptions
Conversion/Implementation Assistance
Core Compliance Services
Signature-Ready Form 5500
Integrated Payroll
What sets us apart?
Extensive industry experience
Competitive pricing
Top-tier support
CLAIMED
Categorized under Retirement Planning Services
Categorized under Retirement Planning Services
I coordinate and organize the financialdecisions for a select group of
families in North Alabama and SouthernTennessee.
CLAIMED
Categorized under Retirement Planning Services
Serving Auburn, AL and outlying areas, Lonnie Simpson and associates of 20/20 Wealth Management Group, LLC are offering the following services not limited to: Investment Management, Retirement Planning, Wealth Management, College Savings Plans and Tax Strategies.
Categorized under Retirement Planning Services
All Company Listings
CLAIMED
Categorized under Retirement Planning Services
Our primary business is retirement plan administration and we are committed to providing you with the resources you need to effectively select, manage, and monitor your retirement plan.
As an independent TPA provider, we are able to work with any recordkeeper. This gives us a lot of flexibility and allows us to act in your best interests.
Common administrative tasks including plan document maintenance, 5500 preparation, match/profit sharing calculations, non-discrimination testing and other tasks to keep a 401(k) plan in compliance with the Employee Retirement Income Security Act of 1974 (ERISA).
Retirement Plan Services:
Plan Design & Consulting
Prototype Plan Documents
Summary Plan Descriptions
Conversion/Implementation Assistance
Core Compliance Services
Signature-Ready Form 5500
Integrated Payroll
What sets us apart?
Extensive industry experience
Competitive pricing
Top-tier support
CLAIMED
Categorized under Retirement Planning Services
Serving Auburn, AL and outlying areas, Lonnie Simpson and associates of 20/20 Wealth Management Group, LLC are offering the following services not limited to: Investment Management, Retirement Planning, Wealth Management, College Savings Plans and Tax Strategies.
CLAIMED
Categorized under Retirement Planning Services
Categorized under Retirement Planning Services
I coordinate and organize the financialdecisions for a select group of
families in North Alabama and SouthernTennessee.
Categorized under Retirement Planning Services
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