Retirement Essentials, Inc.

Retirement Essentials was created to provide business owners, financial advisors, tax advisors, and investment advisors with assistance in the selection, design, and operation of retirement plans that feature:

Flexible Plan Documents

More than 20 IRS approved prototype plans, non-standardized prototypes, and individually designed plan documents.

Professional Consulting

Retirement Plan Specialists with industry acclaimed training and a combined total of over thirty years of experience.

Administrative Support

Nondiscrimination and regulatory compliance testing, tracking of eligibility and vesting, participant recordkeeping, contribution calculations and allocations, and government reporting.

Forms Website

Questions

Special Offers

Getting Started

Other Services

You may retain Retirement Essentials for limited, a la carte consulting or administrative services; purchase plan documents with annual maintenance; or choose our full service administrative support package.

The trust investments may be directed by the Trustee, the Plan Participants, an investment manager, or a combination of all three. With our services, you are never limited to a specific type of investment or investment company. You select the investments that you want for your plan.

Retirement Essentials, Inc.
950 Danby Road, Suite 140 Ithaca, NY 14850
Toll Free: 1-800-297-6746
Tel: 607-277-8067
Fax: 607-277-8068