About Retirement Plan Consultants
<p>Built around day-to-day 401(k) administration and sponsor support, Retirement Plan Consultants works with employers and participants from its headquarters in Norfolk, serving communities across northeast Nebraska and the broader Sioux City region.</p> <p>The firm advises on plan design and plan operations, with a focus on keeping plans on track with required rules and timelines. Retirement Plan Consultants also helps sponsors understand fiduciary responsibilities and the practical steps that go with running a workplace plan.</p> <p>On the participant side, the team provides participant advice and financial wellness tools to help employees make account decisions and stay engaged with the plan. A key differentiator is the mix of sponsor consulting and hands-on third-party administration under one roof, which can simplify day-to-day coordination.</p> <p>Retirement Plan Consultants also supports plan updates tied to newer rules and common plan features, including SECURE Act 2.0 provisions, Safe Harbor 401(k) plan design, and profit-sharing strategies. As <a href="/plan-advisors">plan advisors</a>, they work with both plan sponsors and financial advisors involved with the plan.</p> <ul> <li>401(k) plan design, including Safe Harbor options</li> <li>Plan compliance support and operational consulting</li> <li>Fiduciary guidance for plan sponsors</li> <li>Participant advice and financial wellness tools</li> <li>Third-party administration for 401(k) plans</li> </ul>
Website: https://retirementplanconsultants.info/
Office Locations
- Norfolk, NE (Headquarters)
Services Offered
- Plan Design Consulting
- Participant Investment Advice
- Compliance Services
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| AUTOLIV ASP, INC. EMPLOYEE SAVINGS AND INVESTMENT PLAN | AUTOLIV ASP, INC, UT | $687M | 3,908 |
| RATE HOLDINGS CORP. MULTIPLE EMPLOYER 401(K) PLAN | RATE HOLDINGS CORP., IL | $526M | 5,942 |
| FAIRWAY MORTGAGE CORP. SAVINGS & INVESTMENT PLAN | FAIRWAY INDEPENDENT MORTGAGE CORPORATION, WI | $455M | 4,534 |
| CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CROSSCOUNTRY MORTGAGE, LLC, OH | $340M | 8,037 |
| UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | UNITED WHOLESALE MORTGAGE, LLC, MI | $195M | 9,098 |
| 401(k) Retirement Plan | Healthcare Sponsor, UT | $161M | 1,314 |
| 401(k) Retirement Plan | Manufacturing Sponsor, TX | $136M | 1,434 |
| 401(k) Retirement Plan | Professional Services Sponsor, WI | $123M | 4,364 |
| 401(k) Retirement Plan | Technology Sponsor, UT | $96M | 643 |
🔒 Want to unlock and download Retirement Plan Consultants's client list?
Subscribe to Basic or Premium today to reveal and download all 156 client plans.
Subscribe Today