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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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