Home | Login | Contact
The area of retirement plans can be a maze of rules, regulations and ever-changing legislation. We can help you navigate this maze and design the optimal plan for you.

If you're like most employers, you don't want to spend a lot of time thinking about your company's retirement plan. This is why we offer:
  • expert advice
  • quick, accurate answers to your questions
  • a minimum of administrative work
  • timely participant statements
...all with no mistakes, all at a reasonable price.

what we do

Resource Benefits Administrators (RBA) offers full service retirement plan administration for all types of retirement plans. When you decide that a retirement plan is right for your business, we can advise you on a plan that will best meet your needs and design the optimal plan. Once your plan is designed we can administer the plan - complete and file the necessary forms, prepare the reports, maintain the recordkeeping and troubleshoot any problems along the way.

our services
  • plan design and installation
  • administration and recordkeeping
  • processing of participant loans, terminations, and distributions
  • plan reviews to incorporate the newest design features
  • testing of your plan for compliance with the current rules and regulations
  • employee communications
investments

Selecting investment options is not an easy feat. Many plan sponsors and participants research the market themselves and receive confusing or conflicting information. The selection of a trusted financial advisor is vitally important. As a Third Party Administrator, we will not provide investment advice or select a financial advisor for your retirement plan.

We have the ability to work with a wide range of investment options and financial advisors. We provide support to you and your financial advisor of your plan.

creative plan design and installation

Helping you select the right plan design for you and your employees is our primary objective. We provide a side-by-side comparison of many plan types to provide you with the information necessary to select the appropriate design for your plan. After the plan is designed, we will provide signature-ready IRS and DOL Submission Forms as well as an IRS approved Prototype plan document. Our retirement plan documents come complete with the Administrative Forms, Adoption Agreement and Summary Plan Description. These administrative forms and Summary Plan Description assist your employees with enrollment in the retirement plan.

consulting

We will educate you and your staff on the important aspects of retirement plans. We want to maximize the efficiency of your retirement plan. We will provide problem solving, advice and solutions that are unique to your plan, your business and your employees.

administration

We provide complete administration of your plan including all of the information required to keep your plan participants informed about their accounts and to keep your plan within government guidelines, such as:
  • recordkeeping & reporting
  • testing
  • 5500 preparation
  • employee communications