541-776-4080

TOLL FREE: 800-888-1349
FAX:  541-772-1129

OFFICE:  3235 Hillcrest Park Drive, Suite 100 in Medford, OR  97504

Northwest Retirement Plans:

We are a third party administrator (TPA) of Qualified Retirement Plans for employers.

We administer: 401(k), 403(b), Safe Harbor 401(k), Profit Sharing, Money Purchase, New Comparability, Cash Balance, and Defined Benefit plans.

We have been in business since 1981 with over 200 years of combined experience.  We can provide your company with experienced administration to maximize the tax qualified benefits of your company’s retirement plan.

Our scope of services includes:

1)  Initial Meeting:  A preliminary no-obligation meeting with the client and their accounting, investment or legal counsel will determine if a plan is advisable, we can determine the appropriate type of plan, employee coverage, options, etc. best suits the individual and company needs. Existing plans are reviewed to determine if modifications or amendment are required. We assist business and professional firms of all types and sizes.

(2)  Plan Design:   We can design a plan with the desired specifications and will prepare all related documents and forms for review by client and counsel. We will prepare applications for IRS approval if necessary, and will provide Summary Plan Descriptions and other material for plan participants.

(3)  Plan Administration:  Complete administrative services are performed as necessary. We will prepare and maintain participant records, allocate plan contributions, gains or losses and forfeitures to individual accounts; prepare annual participant statements for distribution to employees; calculate vested benefits to be paid to retired or terminated employees and prepare related forms 1099-R.

(4)  Government Forms:  We prepare the annual Form 5500 and related schedules, and other required regulatory agency reports. We monitor changes in regulations that may affect a plan.

(5)  Special Services:  We provide normal consulting time necessary to accomplish the above-described services including technical plan advice. In addition, we are available on an hourly fee basis for special or additional services. Unanticipated or extraordinary time requirements are charged on a prearranged or hourly fee basis.

Get in touch!

EMAIL US or Call: 541-776-4080

Northwest Retirement Plans, Inc. Medford, Oregon.

 

 

 

 

 

 
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Fees:

An exact fee quote will be given prior to any commitment by the client. Our fees are reasonable and vary according to the scope of services and time requirements of the client’s plan.

EMAIL US or Call: 541-776-4080