Actuarial Consultants, Inc. (ACI)

Region(s) Served: Southern California

Actuarial Consultants, Inc. (ACI) offers a full range of retirement plan consulting including design, documentation and administration services for a wide range of qualified plans, including 401(k), profit sharing, traditional and cash balance defined benefit, and money purchase pension plans, and fiduciary compliance consulting. Our staff includes enrolled actuaries, pension consultants and administrators as well as a stellar support team.

Founded by Pat Byrnes in 1983, ACI is a consulting firm dedicated to helping clients recruit, reward, and retain the right people. Pat established ACI to provide innovative solutions to the challenges faced by his clients. Pat is a past president of the American Society of Pension Professionals and Actuaries (ASPPA) as well as an MSPA, MAAA, EA and Founding Director of the College of Pension Actuaries (COPA). His commitment to technical expertise, hard work and client service continues to serve as the foundation for the firm today.

or call 877-TPA-7565 (877-872-7565).

Plan Design Consultants, Inc.

Region(s) Served: Northern California / San Francisco

Plan Design Consultants, Inc. has been providing retirement plan services to Plan Sponsors since 1975. This includes 401(k) plans, 403(b) plans, Profit Sharing plans, Cash Balance plans and traditional Defined Benefit plans. Investment advisors who work with Plan Sponsors in the retirement plan arena team with us in order to give Plan Sponsors the advantages of a professional, unbundled administration service. We run a 401(k) Academy for investment advisors to help them in the marketing of plans and to help them better service plans.

We can help Plan Sponsors and their advisors with the proper design or redesign of their 401(k) plan or other retirement plans. Our 33 years of experience makes us particularly skilled at doing optimum design work. Our professional staff is extremely experienced and credentialed in our industry leading to the highest quality of administration work. We can assist with the latest trends of automatic enrollment, default investment options, Safe Harbor 401(k) plans including the new 2008 auto-enroll/Safe Harbor Match program. We are experts at “Cross Tested” plans favoring business owners and important staff members.

We handle plans ranging from one person to several thousand participants. The majority of our plans have 20 to 500 employees. We are administrators for quite a number of the major recordkeeping platforms and so we are skilled at helping Plan Sponsors and their advisors select a quality program that meets the Plan Sponsor’s particular needs.

or call 877-TPA-7565 (877-872-7565).

Premier Retirement Services, Inc.

Region(s) Served: Oregon

In October 2006, Dianna A. Ray, QKA and Paul S. Hartwig, QKA founded Premier Retirement Services, Inc. and were joined by Michelle Siewell. All three shareholders previously worked together at Cascade Pension Services and combined, have over fifty years of experience working with qualified retirement plans.

Where we differentiate ourselves from others is our service. We go above and beyond the typical TPA service, striving to build relationships and value to our clients as well as encouraging innovation and further efficiency to your plan year after year. We offer and encourage our clients to meet with a consultant at least once a year, in person, to review their plan and plan attributes. Meeting one on one and face to face, helps our consultants customize to each client’s individual needs.

We specialize in plan design consulting, plan document preparation and maintenance, annual administrative reports, including 5500 tax filing preparation and IRS /DOL audit support, trust accounting, compliance testing, as well as all responsibilities you would expect from a full service TPA firm.

Paul Hartwig and Dianna Ray received their QKA from ASPPA. Other staff members are currently working towards accreditation by taking ASPPA courses.

or call 877-TPA-7565 (877-872-7565).

Strategic Pension Services, Inc.

Region(s) Served: Southern California

Strategic Pension Services, Inc. is a complete consulting and administrative service organization that works exclusively on qualified retirement plans. We specialize in the design, implementation, communication, administration and compliance aspects of 401(k), profit sharing and other defined contribution retirement plans. Our services are provided to all types and sizes of employers including private and public corporations, partnerships and sole proprietorships, LLPs and LLCs, non-profit organizations and governmental units. Our entire staff is dedicated to providing friendly, professional service. Our Clients can expect close personal attention to their retirement plan needs.

Our principal staff’s average experience in the pension business is in excess of twenty years and all are shareholders of Strategic Pension Services, Inc. All principal staff have received professional designations and/or maintain professional association memberships. We hold firmly to our core value proposition of providing dependable, timely and comprehensive services for our Clients’ qualified retirement plans.

or call 877-TPA-7565 (877-872-7565).