Welcome to Our Web Site!

Demo of one-page web site for TPA firmsRetirement 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:

Plan Design and Implementation
Defined Contribution Plan Recordkeeping and Administration
Defined Benefit Plan Actuarial Services and Administration
Annual Compliance Testing and Government Reporting
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.

Distribution Election Form
Application for Loan
Hardship Withdrawal Form
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.

Benefit Insights® Topic

 Date
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.
 

Mail: Retirement Plan Wizards
123 Main Street
Anytown, NC 33333
Telephone: 111-111-1110
Fax: 111-111-1109
Email: info@retirementplanwiz.com

 

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Text on this page is completely personalized for your firm.


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