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Retirement Plan Administration

Today, planning for retirement is more important than ever. By starting early and creating an effective plan that fits your personal needs and your company’s structure, Schlosser, Fleming & Associates, Ltd. can help you achieve your retirement goals.

At Schlosser, Fleming & Associates, Ltd., we design plans that are customized specifically for you and your company. We closely monitor and administer day-to-day affairs for all plans to ensure that they are operating efficiently and effectively.

Our dedicated team strives to help you achieve a secure retirement while maintaining your lifestyle and enjoying your accumulated assets.

Retirement Plan Administration services offered include:

  • Retirement Plan Document Design
  • Retirement Plan Administration
  • Compliance Review
  • Government Form Completion
  • Participant Communications
  • Disclosure Requirements