Welcome to Our Website!
 Retirement
Plan Wizards has been providing full-service employer-sponsored
retirement plan administration and consulting since 1985. Our firm assists employers in the design, implementation, administration
and communication of a wide range of retirement plans. We are
committed to providing these services to our clients in a timely,
accurate and cost-effective manner.
Our benefit professionals are dedicated to helping employers implement
retirement plans that promote corporate goals and objectives, control
costs and give employees a sense of security. We are a full service
consulting and administration firm. Partnering with Retirement Plan
Wizards ensures
that the needs of employer and employee will be met. We offer a full range
of retirement plan services including:
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Plan Design and Implementation |
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Defined Contribution Plan Recordkeeping
and Administration |
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Defined Benefit Plan Actuarial Services
and Administration |
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Annual Compliance Testing and Government Reporting |
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Consulting Services |
Download Administrative Forms
Please download the applicable administrative form by clicking on
the form name below. Print the form and complete all sections. The
completed and signed form should be forwarded to our office according
to the instructions on the bottom of the form.
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Distribution Election Form |
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Application for Loan |
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Hardship Withdrawal Form |
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Beneficiary Designation Form |
Newsletter
[The newsletter section of the web page is
only applicable if you subscribe to the online version of the
Benefit Insights® newsletter.]
Our newsletter covers topics of interest to retirement plan sponsors
and their advisors. Every other month another online newsletter, called
Benefit Insights®, is added to our newsletter library.
Click the topic below to read the newsletter.
| At Your Service |
February 2012 |
| Increasing 401(k) Plan
Participation |
December 2011 |
| Participant Fee Disclosure
Requirements for Individual Account Plans |
October 2011 |
| Should They Stay or Should
They Go: Dealing with Terminated Participants |
August 2011 |
| Fiduciary Liability for
Participant-Directed Plans |
June 2011 |
| Don't let the QDRO be Worse
than the Marriage |
April 2011 |
| Do You Know Who Your
Employees Are? |
February 2011 |
| Plan Year-End "To Do" List |
December 2010 |
| Record Retention |
October 2010 |
| Safe Harbor 401(k) Plan
Offers Many Advantages |
August 2010 |
| Roth 401(k) FAQs |
June 2010 |
| When Should the Check be
in the Mail? |
April 2010 |
| Participants are on a Need
to Know Basis...and They Need to Know |
February 2010 |
| Mandatory Electronic
Filing Applies to Form 5500 Soon! |
December 2009 |
| Voluntary Corrections for
Qualified Plans |
October 2009 |
| Plan Distributions Are on
the Rise |
August 2009 |
| ERISA Fiduciary
Responsibilities |
June 2009 |
| Layoffs Can Result in a
Partial Plan Termination Requiring 100% Vesting |
April 2009 |
| Payment Options for Plan
Expenses |
February 2009 |
| The Hidden Pension
Trap--The Aggregation Rules |
December 2008 |
| Timely Deposit of Plan
Contributions |
October 2008 |
| EGTRRA Restatements...The
time has come |
August 2008 |
| Solving 401(k) Testing
Problems With New Design Options |
June 2008 |
| Top Heavy Rules May Impact
Plan Design |
April 2008 |
| Understanding 401(k) ADP
and ACP Testing |
February 2008 |
| Default Investment Rules
Facilitate Auto Enrollment |
December 2007 |
| Compensation:
Definitions and Applications |
October 2007 |
| Keeping Abreast of Plan
Limitations |
August 2007 |
| Keeping Up To Date With
Form 5500 Requirements |
June 2007 |
| The Prudent 401(k)
Fiduciary |
April 2007 |
| Plan Compliance Update for
2007 |
February 2007 |
Contact Us
If you would like to learn more about Retirement Plan Wizards or if you
have questions about the services that we have to offer, select the
most convenient method below to contact us. We look forward to
assisting you with all your retirement plan needs.
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Mail: |
Retirement Plan Wizards
123 Main Street
Anytown, NC 33333 |
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Telephone: |
111-111-1110 |
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Fax: |
111-111-1109 |
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Email: |
info@retirementplanwiz.com |
The above text is for illustrative purposes only.
Text on this page is completely personalized for your firm.
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