The Firm

Retirement LLC with offices in Oklahoma City, OK, and Sioux Falls, SD today announced that it has signed a definitive agreement to purchase the third party administrator (TPA) division of Summit Group, Inc. of Oklahoma City.  The transaction closed on April 1, 2017.   Read the press release Click Here

Administration is what we do.

Retirement LLC is an independent third party administrator (TPA) of tax qualified defined contribution and defined benefit plans. We administer 401(k),  403(b),  Safe Harbor 401(k),  Profit Sharing,  New Comparability,  Davis-Bacon (Prevailing Wage), and  Individual 401(k) plans.  We also have enrolled actuaries to administer defined benefit plans such as Cash Balance or traditional pension plans. Because we're independent, we do not manage assets or collect commissions; we provide objective consultation and services. We team with financial advisors, bank trust departments, CPAs and attorneys to provide plan sponsors with retirement plans that meet their business goals and the needs of their employees.

 

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

Vicky

Thank you for all the valuable information. I love your communication services. ... It was a great pleasure working with you since you’ve made this transition very smooth and have been very helpful with answering questions.

Vicky
Accounting