Administration Services
Plan Design and Implementation
With Red Bank Pension Services as your partner, the complex process of selecting, customizing and implementing a retirement plan becomes far less complicated.
Our experts will:
Thoroughly assess your business, its short- and long-range goals, and any controlled group or affiliated service group governed by IRS regulations
Prepare and manage all plan documents, and any applicable determination letter, as required by the Internal Revenue Service
Prepare the required Summary Plan Description for distribution to plan participants
Prepare enrollment and administrative materials that are customized to meet specific needs
“Red Bank Pension was recommended to us and I’m happy we chose them. Their service is outstanding. Tom Lopusznick is always available and handles all my needs flawlessly. He always makes us feel like his most important customer. I feel like his friend as well as his client. His advice is always sound and accurate, and his wealth of knowledge is second to none. When we call Red Bank, a person always answers the phone and that is special in today’s environment.”
– Dave, Client
Consulting Services
As a full-service consultant, we are available to meet with clients to assess, diagnose, and recommend one-time, specialized services to solve problems or meet challenges.
This menu of consulting services includes:
Managing plan amendments, terminations, and mergers
Assisting with Internal Revenue Service and Department of Labor audits
Executing plan design changes
Conducting plan or participant-benefit studies and formulating projections
“Michele and her team at Red Bank Pension are excellent partners for our firm. She provides prompt, accurate, and friendly service. More importantly, Michele makes complex plan issues into easy-to-understand for plan sponsors, helping the entire plan process run smoothly.”
– Dan, Advisor
We’re leaders in retirement plan administration.
How can we help you get where you want to go?
Phone: (732) 747-1540
Email: postmaster@rbpsinc.com