Archive: Business & Technology

Retirement Essentials, Inc., a local Third Party Pension Administration (TPA) firm, is moving to the South Hill Business Campus, 950 Danby Road, Suite #140 effective August 1, 2009.  To celebrate this exciting relocation, they are hosting an open house at their new offices on Thursday, August 13, 2009 from 2:00 to 4:00 PM.  An official ribbon cutting ceremony will take place at 2:15 PM.

Retirement Essentials, Inc. is owned by Kathy Larson and Roni Mays.  This coming March, the organization will celebrate 20 years in business providing quality retirement plan services for Employers across the country.  Over the past 20 years, Retirement Essentials, Inc. has formed strong relationships with various investment companies, accountants, and certified financial planners. Since Retirement Essentials, Inc. does not invest the plan’s assets, it affords the employer the opportunity to choose whichever investment company works best for them.  

“Larger firms tend to have strict processing requirements that do not allow for the type of flexibility that our firm can provide," Larson explains.  "As a small business, we understand that flexibility is key to the small business environment and therefore, strive to work with what our clients needs are to get the task accomplished”.

Retirement Essentials can accommodate any firm or format the Employer chooses, whether it be a daily valuation environment, individual statements or pooled accounts.  With most Qualified Plans required to be restated by April, 2010, Retirement Essentials offers approved prototype documents at a reasonable cost.

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