Empower your Retirement Plan with Defined Solutions.

Retirement plan design, compliance and consulting services for business owners that will:

  • Simplify Your Decisions

  • Optimize Your Retirement Plan

  • Provide Crucial Support for You and Your Participants

Feeling overwhelmed by your retirement plan or the thought of starting one?

Sponsoring a retirement plan for your business is challenging.

With complex rules and constant changes, it's easy to feel overwhelmed. Choosing the right plan for your employees can be like searching for a needle in a haystack. Trying to keep your business running smoothly while also juggling the details of managing a retirement plan can be a struggle. Every day brings new worries and questions about whether you're doing things right. It's enough to make anyone feel stressed and frustrated.

But don't worry – we're here to help!

As third party administrators, we help handle the details so you can focus on running your business. With our support, you can rest assured knowing your retirement plan is on the right track. Say goodbye to stress and hello to peace of mind!

WHAT WE DO

It's not just about having a good retirement plan – compliance is crucial.

These are the services that ensure your plan’s success.

Plan Design & Installation

Ready for a retirement plan? We'll help you find the best fit. Already have one? We'll assess and help improve it, considering your goals.

Annual Valuation

Every year, retirement plans face a series of tasks and compliance tests to complete. We'll manage this process to keep your retirement plan running smoothly and compliant under DOL and IRS regulations.

Government Reporting

We’ll guide you through any required IRS filings, making it easy to stay on track and file on time.

View our services

Why choose us as your Retirement Plan TPA Provider?

THE DRPS ADVANTAGE

What makes us different

With our pricing you know exactly what you're getting and what it will cost. No hidden fees or fine print.

Clear and Transparent Fees

Client Experience

While we can't predict every outcome, we guarantee transparent pricing and high-quality service. Your satisfaction is what drives us. We welcome all your questions, any time, because your experience matters most.

Timely Communication

We appreciate the value of your time and want to assure you that your calls and emails will never go unanswered. We will always respond by the next business day. However, chances are, you'll hear back within two hours, sometimes even sooner!

Putting You First

Your goals are our goals. We provide solutions that will help you meet them. If we can't handle it, we'll let you know.

We're not about big egos here. If you have a challenge we can't take on, we'll happily point you in the direction of someone in our trusted network who can help.

Your business drives our process.

Starting with a simple conversation, we'll support you every step of the way without making things too complicated.

HOW IT WORKS

  • Our first step is an introductory meeting, either in person or online. This is where we get to know each other better, learn about your business, discuss your goals, and how we can work together.

  • Whether you already have a retirement plan in place or you're starting from scratch, we've got you covered. For existing plans, we'll review your current design to ensure everything's on track and meeting your needs. If you're starting fresh, we'll work with you to design a plan that fits your company‘s needs and goals.

  • In this step, we'll present a proposal that includes our recommendations and pricing.

  • When it's time to put our plan into action, we'll be right there to help. Whether it's preparing your plan documents or coordinating with other providers, we'll take care of everything to make sure the transition is smooth.

  • We'll regularly review your plan to ensure compliance and effectiveness. Plus, we'll provide an annual valuation report with all necessary government filings and discuss any required actions. We'll also keep you updated on regulatory changes and industry best practices.

  • As your business grows and evolves, so should your retirement plan. We'll stay proactive, making recommendations for enhancements based on your changing needs and any new regulations. We'll also help you strategically plan for the future, aligning your retirement benefits with your long-term business goals.