United States
Retirement Solutions Specialists offers consultation and administration for retirement plans, targeting owner-only small businesses, corporations, public entities, and non-profit organizations in the southeast. Their mission is to partner with clients, plan sponsors, and participants to achieve their retirement vision through personalized and consultative relationships. The company focuses on developing retirement solutions that maximize contributions and tax deferral for client business owners, specializing in unbiased plan design and vendor selection.
Established in 2009, the firm specializes in various retirement plans including profit sharing, 401(k), defined benefit, and ERISA plans, with services encompassing plan design analysis, consultation, vendor selection, and compliance testing. While the company's headquarter location is not specified, the focus on the southeast region suggests a regional market strategy, potentially aiming for dominance in the area before scaling nationally.
The absence of data on the last investment and investors might indicate a need for external funding to support growth or a deliberate choice to operate independently without external capital. As a financial services player, the firm operates in a competitive landscape, necessitating continuous innovation and adaptation to industry regulations and market dynamics.
