8331 E Walker Springs Lane - Suite 301
Knoxville, TN 37923
(865) 246-1760
Financial Advisors

Financial Advisors

Why choose Retirement Plan Consultants over other Retirement Plan Service organizations?

  • We dedicate a staff position, our New Business Coordinator, to the advisor during the sales process
  • Our in-depth sales assistance includes:
    • Ordering proposals
    • Development and review of the plan design
    • Completion of vendor new business / contract paperwork
    • Preparation of customized plan documents
    • Support during the transfer of assets and plan conversion for existing plans
  • In addition we provide on-going support after the sale by:
    • Sending open enrollment reminders to the Plan Sponsor
    • Ordering enrollment books
    • Assisting with the contribution process

It is our desire to make new business a smooth / seamless experience. If you are ready to start to work, click here to obtain all the appropriate forms. LET'S GET STARTED!

Financial Advisors – Getting Started

In an effort to better serve you, we have streamlined our new business proposal and installation process. In connection with this, we have provided the various forms you will need:

Read more...

Upcoming events

  • Filing Form 1099-R
    • February 29, 2012
    Deadline for filing Form 1099-R in paper formate with the IRS to report distributions made in the previous calendar year (or by March 31 if filing electronically).
  • Corrective Distributions Deadline
    • March 15, 2012
    Deadline for processing corrective distributions for failed actual deferral percentat/actual contribution percentage (ADP/ACP) tests without incurring 10% excise tax. Note: for non-calendar-plan years, the deadline is 2 1/2 months following the plan...
  • Form 1099-R Electonic Format
    • March 31, 2012
    Deadline for file Form 1099-R in electronic format with the IRS to report distributions made in the previous calendar year.
  • Initial Required Minimum Distributions
    • April 01, 2012

    Deadline for making initial required minimum distributions.

     

  • Plan Sponsor Disclosures
    • April 01, 2012

    For 2012 only, deadline for plan sponsors or other hiring fiduciaries to receive any disclosures required under the new service provider fee disclosure rules, based on current guidance.

    On an on-going basis these disclosures must be provided reasonably...

View full calendar
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