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.

Why Red Bank Pension Services

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

Design a customized plan that meets the needs of your business, the owners and/or principals, and your employees
Assess any existing retirement plan provisions; making recommendations for changes to meet your current goals

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?

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