Retirement Plan Consultants

Retirement Plan Advisor

Norfolk, NE

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).

PlanSponsorAssetsParticipants
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

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