Retirement Solutions Specialists
Financial Services • 
Fruit Cove, Florida, United States • 21-50 Employees
Company overview
| Headquarters | PO Box 601070, Jacksonville, FL, FL 32260, US |
| Phone number | +19042872745 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Founded | 2009 |
| Employees | 21-50 |
| Socials |
Key Contact at Retirement Solutions Specialists
Sandra Eilers
Owner/Retirement Plan Administrator
Retirement Solutions Specialists Email Formats
Retirement Solutions Specialists uses 2 email formats. The most common is {first name} (e.g., john@retiresolutions.net), used 63.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@retiresolutions.net | 63.2% |
{first initial} | j@retiresolutions.net | 36.8% |
About Retirement Solutions Specialists
Retirement Solutions Specialists provides qualified retirement plan consultation and administration for owner-only, small businesses, corporations, public entities and non-profit organizations throughout the southeast. Mission Statement: Partnering with our clients, plan sponsors and participants to Achieve their Retirement Vision through a high-touch, proactive and consultative relationship. It is our goal to develop a retirement solution that will maximize the contributions and tax-deferral for our client business owners. We specialize in plan design and offer unbiased, independent advice to our clients. Once the plan has been designed, we assist our clients with a thorough and objective vendor selection. The types of plans we specialize in include: Profit Sharing (Age-Weighted and New Comp) 401(k) including Traditional and Safe Harbor Traditional Defined Benefit Plans Cash Balance Defined Benefit Plans DC/DB Combo Plans Owner-Only Plans ERISA 403(b) Plans Self-Direct Brokerage 401(k) accounts Standard services and administration include: Plan design analysis, consultation and vendor selection Participation with employee enrollment meetings All necessary Plan and Trust documents Summary Annual Reports Summary Plan Description ADP/ACP discrimination and required compliance tests Signature ready Form 5500 and related Schedules
Retirement Solutions Specialists revenue & valuation
| Annual revenue | $2,908,870 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Retirement Solutions Specialists has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Retirement Solutions Specialists has never raised funding before.
Retirement Solutions Specialists Tech Stack
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