Retirement Essentials, Inc.

Questions? Call Toll Free
1-800-297-6746

Quality Employer Retirement Services Since 1990.

For the finer things in life!

Whether you wish to establish a new plan or need to amend or transfer an existing plan, we can help you put your plan into action. You can call us at 1-800-297-6746 or 607-277-8067 to have information mailed to you and to speak with one of our Certified Retirement Plan Specialists.

Retirement Essentials offers:

Consulting for plan design features

Proposals for specific plan types

Participant recordkeeping

Administrative services

An Retirement Essentials Retirement Plans Specialist can help you understand the types of plans that are available and the advantages and disadvantages of each so that you may select the type of plan that is best suited for your business.

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