PERSONALIZED PROGRAMS & SERVICE
When it comes to retirement plans, one size doesn’t fit all. That’s why we’ll design a plan tailored to your client. Plus, you’ll have the freedom to choose investment options that work best for your client.
COMPLIANT, EFFICIENT ADMINISTRATION
We’ll make sure your program runs smoothly and follows all federal regulations.
TRULY UNBIASED CONSULTING
Our revenue isn’t based on asset size or investment returns, so our advice is completely objective.
UNBUNDLED, OPEN-ARCHITECTURE FORMAT
We can work with any plan design, combination of providers and investment platform.
IN—HOUSE ACTUARIES & CREDENTIALED CONSULTANTS
We’re part of an elite group across the country—and we’re the only consulting firm in the Inland Northwest—that employs both actuaries and consultants.
401(K), 403(B)
& 457 PLANS
Even though defined contribution plans are flexible in design, implementing them can still be…
DEFINED BENEFIT
PLANS
Defined benefit, cash balance and DB(k) plans require complex administration—and we’ll help…
NEW COMPARABILITY
PLANS
These profit sharing plans, also called age-weighted plans, give employers the ability to weigh…
EMPLOYEE STOCK
OWNERSHIP PLANS (ESOPS)
ESOPs must follow strict IRS, DOL and SEC laws, so they require complex…
NONQUALIFIED
PLANS
Nonqualified plans, like rabbi trusts and deferred compensation, top hat and executive bonus plans…
DAILY
VALUATION
If cash accounts aren’t reconciled properly, balances get distorted, the trustees’ fiduciary risks increase…
ONLINE
ACCESS
On our comprehensive, easy-to-use site, you can:
– See balances, portfolio information and…
COMPLIANCE
TESTING
Required under IRS and DOL laws, compliance testing is critical to keeping your plan qualified…
PLAN PARTICIPANT
SERVICES
We make it easy for your employees to manage their retirement plans. Here’s how…
PLAN DESIGN &
DOCUMENTS
Plans inevitably change-and we’ll help make it a smooth transition…
FREE PLAN
ANALYSIS
We want you and your employees to get the most out of your retirement plan. So we’ll give you…
PLAN PARTICIPANT
MEETINGS & EDUCATION
We can prepare presentation materials to help you teach participants…
OTHER
From creating QDRO templates to merging your program to correcting failed compliance tests—our…
REQUEST
WEBSITE ACCESS
To get your user ID and password, fill out this form or contact your consultant…
PARTNER
WEBSITES
Our unbundled, open
architecture format allows us
to work with the companies you choose…
GOVERNMENT &
FOUNDATION LINKS
INTERNAL REVENUE SERVICE
Get the latest edition of…
GLOSSARY
For your reference, we’ve compiled definitions of the most common terms used in our industry…
2024 PLAN LIMITS
The federal government has updated the dollar limits applicable to qualified retirement plans…
iJOIN FOR FINANCIAL PROFESSIONALS
Learn how to integrate iJoin
What exactly is your role as a TPA? How will Randall & Hurley assist my client?
Does my client need a separate TPA? Won’t that be confusing?
How will Randall & Hurley help us generate new clients?
What will your presentation materials look like?
Why should we switch from our current TPA partnership?
How much work will be involved if we switch to Randall & Hurley’s TPA services?
What about fees? How will we be paid?
Aren’t we competitors? How can we work together?