Welcome to Retirement Plan Wizards!
| Retirement Plan Wizards has been providing
full-service employer-sponsored retirement plan administration and
consulting since 1985. Retirement Plan Wizards 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. |
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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 here to join our mailing list and receive email notification
when a new issue of the newsletter has been added to our library.
Click the topic
below to read the newsletter.
| 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 |
| Participant Cruise
Control: Automatic Enrollment |
December 2006 |
| Pension Protection Act of
2006 Reinforces Private Pension System |
October 2006 |
| Retirement Plan Coverage
for Part-Time Employees |
August 2006 |
| Hardship Distributions
Provide Valuable Option |
June 2006 |
| Military Leave Rules for
Retirement Plans |
April 2006 |
| Responsibilities of a Plan
Sponsor |
February 2006 |
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: |
Your Firm Name
123 Main Street
Anytown, DD 33333 |
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Telephone: |
111-111-1110 |
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Fax: |
111-111-1109 |
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Email: |
info@yourfirmname.com |
The above text is for
illustrative purposes only.
Text on this page is completely personalized for your firm.
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