Retirement: It’s not out of reach National Retirement Security Week | October 18-24, 2020 Employers: Build your campaign plan Individuals: Tools to map out your retirement journey
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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 return—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.

Big companies don’t provide personalized service or products,
while small companies don’t have the resources large clients require.

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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

Our consultants are highly experienced, but not complacent

They’re consistently mastering new federal regulations
and innovating better ways to serve you.

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NEWS

Retirement plans are often overlooked when companies merge or undergo an acquisition. Learn more about the differences between asset sales and stock ...
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Don't let your plan participants make mistakes when designating a beneficiary. Download our Beneficiary Designations Guide on common mistakes and how ...
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Help your plan participants with their rollover options with this chart and information from the IRS - IRS Plan Type Chart ...
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Compliance testing is critical to keeping your plan qualified. Learn more about Actual Deferral Percentage (ADP) and Actual Contribution Percentage ...
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Randall & Hurley recently acquired a new branch in Helena, Montana (previously Employee Benefit Resources).  We are excited to join ...
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