Business claimed
Last updated: Over a year ago
Listed in:
Financial Planning
About Secured Retirement Incorporated
Our motto is: "Providing Retirement Plan Sponsors with solutions to retirement plan installation and annual administration." To that end, SRI continues to operate on a Fee Schedule basis. This is a co Go to full description...
Contact information
Phone numbers
Fax numbers
7142561067
Business hours
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Business website
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Additional business details
Email address:
planconsultant@pensionpros.com
Payment methods accepted:
INVOICE
Our motto is: "Providing Retirement Plan Sponsors with solutions to retirement plan installation and annual administration." To that end, SRI continues to operate on a Fee Schedule basis. This is a conscious effort to offer clients a fixed administrative expense. This allows the client the ability to make accurate annual budget projections regarding their qualified retirement plans. SRI is an Approved Third Party Administrator and maintains relationships with many of the top investment custodians and financial advisors of your choice. To assist the Plan Sponsor with his "due diligence" we can refer these investment custodians for interview.
Services:
Plan Termination Services, Annual Administration, No Charge Initial Consultation, Qualified Retirement Plan Design and Installation
Languages:
English
Brands:
American Funds, John Hancock