Freedom Retirement Plan Consultants, Inc.
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Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

(Click Service Title For Details)

  		• Retirement Plan Administration and Recordkeeping
  		• Plan Documents Preparation
  		• Retirement Planning
  		• Form 5500 Preparation
  		• Representation to the Internal Revenue Service or Department of Labor
  		• Business Consulting
  		• Management Advisory Services   
    Retirement Plan Administration and Recordkeeping
    Plan Administration and Recordkeepeing Services for 401(k) Plans, Profit Sharing Plans and Money Purchase Plans by an independent third party administrator will ensure accurate data for reporting to the Internal Revenue Service, Department of Labor and the Social Security Administration.

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    Plan Documents Preparation
    Complete Plan Documents will be prepared for your Plan through either a volume submitter document or a prototype document. Summary Plan Descriptions, Amendments, Resolutions and Plan Policies are prepared and customized for your Plan needs.

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    Retirement Planning
    Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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    Form 5500 Preparation
    Accurate preparation of the annual filing for your retirement plan provides comfort for the business owner.

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    Representation to the Internal Revenue Service or Department of Labor
    We can assist you with Internal Revenue Service or Department of Labor audits for your retirement plan.

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    Business Consulting
    We gauge our worth by the personal and business successes of our clients. We can help your business identify proper plan design to meet your business needs affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your retirement plan.

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    Management Advisory Services
    Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success with your retirement plan.

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