Company Information

Get to know retirement plan consultants

Founded in 1993 and headquartered in California, Retirement Plan Consultants is an independently owned firm specializing in the administration and recordkeeping of company-sponsored retirement plans. They function as a Third Party Administrator (TPA) and a registered investment adviser, offering services that include plan design, compliance testing, government reporting, and consulting for various types of retirement plans such as 401(k), Profit Sharing, and Defined Benefit plans. Their mission is to provide high-quality, personalized service to plan sponsors, participants, and financial advisors, ensuring plans are managed efficiently and in compliance with regulations like ERISA.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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retirement plan consultants

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.