Welcome to Defined Retirement Plan Solutions!
Essential Expertise. Dedicated Support. Desired Solutions.
We're a third party administrator or “TPA” specializing in qualified retirement plans for businesses of all sizes. Whether you're a small business owner or a large corporation, let us help take the stress out of your retirement plan administration.
With our expertise and focus on customer service, we make sure our clients feel confident managing their employer-sponsored retirement plans. We're not just here to crunch numbers; we're here to build a lasting partnership with you.
Our number one goal is to be there as a trusted member of your team, offering service you can count on. We take pride in designing retirement plan solutions that fit your unique needs, because your success is our success.
What makes us different?
Retirement plan consulting isn't just a job—it's our passion. Here’s why our firm stands out from the rest.
Trust is the cornerstone of our actions
Managing retirement plans means safeguarding futures. We're committed to getting it right, providing timely solutions, and delivering results you can rely on.
We build meaningful relationships
We view our work as more than just business. We take the time to understand your unique needs, and handle each interaction with care and attention.
We believe in the power of knowledge
Managing a retirement plan day-to-day can be daunting. That's why we're dedicated to partnering with our clients, providing them with the support, tools and understanding needed to confidently manage their retirement plans.
Service is our foundation
No runarounds, no repeated requests. Reach out once, and we'll work to address your questions or concerns right away.
We strive for continuous growth
Learning and ongoing education are fundamental to us. We listen, evaluate, explore, and adapt to ensure we're always improving.
We embrace grace and humor in our work
We choose to see the best in others and give everyone the benefit of the doubt. Laughter and enjoyment are vital because, let's face it, this work can be challenging.
Meet the People Powering our Purpose!
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Nichol Cunningham, MBA, APA, QPFC
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Tim Norris-Buzzini, CRPS®, CPFA™, NQPA™
PARTNER
Modesto Native, passionate foodie and PGA member
30+ years in the financial services and retirement plan industries
Bachelor's degree in Business Administration
Proud father of two college students
Chartered Retirement Plans Specialist®
Swears by cold plunges for an extra dose of health and vitality.