From the initial plan design to complex compliance issues, Blueprint Retirement Services has the experience and expertise necessary to provide plan sponsors with a simplified blueprint to retirement savings.
Our third party administration and consulting services are offered to our clients at competitive prices without sacrificing our standards for exceptional quality and client support.
Plan Design
We take a variety of approaches when it comes to the most important aspect of a successful qualified plan: the design itself. We consider the owner's objectives, flexibility, and budget when designing the best possible plan for a new or potential client.
Document Preparation
Once we design a plan to suit the individual needs and expectations of a company, we prepare a ready-to-sign document for their final review. Our documents are pre-approved by the IRS, giving us the ability to quickly get a custom designed plan up and running.
Administration
The IRS sets strict, complicated requirements for plans to remain qualified. We work with plan sponsors to alleviate the confusion. Our administration services include the day-to-day operations as well as annual valuation and reporting.
Consulting
We offer consulting services throughout the life of a plan: from the initial consultation to the right time to terminate. Our consultants are understanding of our clients' goals and provide guidance that caters to their best interests.