Testimonials

It is easy for anyone to “toot their own horn”, but the best compliments any organization can receive are the testimonials from clients and service partners who have worked with you over the years. We are pleased to present here just a small sampling of testimonials offered by people who know us well.

Scott G.

We just met with the owners and wanted to let you know how happy we are with the conversion process, and how smoothly everything went. Thank you!

Scott G.
Registered Investment Advisor

Tina Kline

I have been working with Retirement, LLC for approximately 15 years. They are always very helpful and knowledgeable about the requirements of our 401(k) plan and the IRS and DOL rules and regulations. I rely on them very much to help keep us in compliance with regulatory agencies. As anyone who works with 401(k) plans will understand, keeping up with the changing laws is not an easy task so we are very pleased to have someone who stays up to date. Our auditor has commented more than once that our 401(k) audit is one of the easiest he does mainly due to Retirement, LLC's professional, precise and timely work. We appreciate all they do for our company.

Tina Kline
Beaver Express Service, LLC


Ronald H., CPA

Poly-America, L.P. has been a client of Retirement LLC since 1991 when they assisted us in establishing our 401(k) plan. Currently they provide us with record keeping services for our 401(k) plan. We are very satisfied with their services and professionalism and recommend them highly.

Ronald H., CPA
CFO of Poly-America

Tanya Sylvester

Retirement LLC consistently provides excellent customer service and support with professionalism when handling our account. We continue to be very happy with Retirement LLC and would recommend their services to others.

Tanya Sylvester
Hockmeyer Equipment Corp


Tina Meegan

I have had the pleasure of working with Retirement LLC for several years for three pension plans. They have always been very professional and responsive to my emails or telephone calls. Employee requests for distributions or loans have always been addressed promptly. Any questions on enrollment, eligibility, or plan testing (where applicable) have been researched or responded to quickly and problems or issues resolved.

Tina Meegan
Watkins Meegan

Linda A.

You have made it easy. I used to be afraid of 401(k) plans – not anymore.

Linda A.
Financial Representative


Human Resources

Thank you for taking time to explain all the forms to me.

Human Resources