WE LOVE NUMBERS
BUT YOU’LL NEVER BE ONE TO US.

You’re paired with a consultant who can help you with everything from retirement plan design and administration to consulting and reporting. He or she is the expert on your plan, giving precise advice and tailoring products to your needs. Plus, as a third-party administrator, our bottom line isn’t tied to your plan’s asset size or investment returns—so our guidance is completely objective.

EMPLOYERS

We can manage your current
plan or help you build
one for your business.

INDIVIDUALS

In addition to making sure your
employer’s retirement program
runs smoothly, we offer services
directly to you.

FINANCIAL PROFESSIONALS

Our services enhance what you
do so you can serve your
clients even better.

PLAN TYPES

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401(K), 403(B)
& 457 PLANS

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PROFIT
SHARING PLANS

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EMPLOYEE STOCK
OWNERSHIP PLANS
(ESOP)

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DEFINED BENEFIT
& CASH BALANCE
PLANS

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NEW
COMPARABILITY

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NONQUALIFIED
PLANS

NEWS

Randall + Hurley July Newsletter ...
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Plan documents and participant forms Downloading important plan documents and participant forms has never been easier. In most cases, you can ...
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Approving Hardship Distributions If your plan allows participants to receive hardship distributions or loans for hardship purposes, the plan sponsor must ...
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Saver's Credit Employees with low-to-moderate income should be aware of the Saver's Credit. This tax credit enables them to save for ...
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Randall + Hurley June Newsletter ...
Read More

READY TO GET STARTED?