ASPERIA Retirement Plan Solutions services over 1000 retirement plans for small business owners. Established in 1987 as a fee-based, non-producing Third Party Administrator, we take a creative and responsive approach in designing your retirement plan. We’ll provide you with several customized options that will maximize your tax savings. You can choose which one fits best with your needs.
We will work side-by-side with you, your Financial Advisor, and your record keeper of choice to implement your retirement plan. With our help, your plan will be set up quickly and efficiently, with a minimum of your time required.
Once your plan is in place, ASPERIA’S team of experts will ensure that your plan remains compliant with all IRS and Department of Labor regulations. We do this by performing an annual review, including the required annual non-discrimination testing. Above that, we will monitor contribution limits, track vesting, reconcile plan contributions, calculate Profit Sharing contributions, and prepare your annual Form 5500 to be filed with the IRS.