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RETIREMENT
PLAN
CONCEPTS
AND
SERVICES,
INC. offers administrative
services for 401(k) Profit Sharing Plans, Safe
Harbor 401(k) Plans, Profit Sharing Plans, Money Purchase Plans,
Age-Weighted / Cross Tested Plans, Target Benefit Plans, Defined Benefit
Plans and Employee Stock Ownership Plans.
- Retirement Plan Concepts & Services, Inc. was formed as of
January 1, 2000 as a sister company to Krouse,
Kern & Co., Inc. which was founded in 1950 and is one of the
largest local CPA and business-consulting firms in Fort Wayne,
Indiana.
- We are the largest locally owned TPA and Qualified Retirement Plan
Consulting firms in Northern Indiana
- We have a team of 8 individuals in the firm
- We are a member of the American Society of Pension Professionals
and Actuaries (ASPPA)
dedicated to the private pension sector and a member of the National
Institute of Pension Administrators (NIPA)
- We continue to increase our knowledge by being active in
educational conferences and through exam programs offered by ASPPA
and NIPA
- We have a very knowledgeable team with over 50 years of combined
experience
- We are an independent Third Party Administrator with various
alliances with well known investment companies
Services we offer:
- Consulting on Mergers & Acquisitions as they relate to
Qualified Plans
- Consulting on Qualified Plan Design
- Qualified Retirement Plan Implementation
- Qualified Retirement Plan Administration Services:
- Participant Recordkeeping
- Distribution Processing & Reporting
- Loan Processing & Tracking
- Non-Discrimination Testing
- Government Reporting
Retirement Plan Concepts and Services, Inc.
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