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OUR APPROACH

Through a strategic consulting approach, our dedicated team of retirement plan professionals will assist you every step of the way in designing a retirement plan unique to your circumstances while providing guidance and support through the complex rules and regulations governing employee benefit plans.

Our unparalleled personalized service combines customized plan administration with flexible investment options.

Working together with you, TBT Retirement Plan Services will:

  • Customize our prototype plan document to meet the needs of your individual business
  • Conduct employee meetings to educate your staff about legal requirements, tax benefits, investment strategies, and retirement benefits
  • Handle government administrative matters and filings
  • Prepare all reports and employee communications required by law
  • Safe keep assets and account for all income and distributions
  • Provide mutual fund research and recommendations
  • Update asset allocation models
 
 

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