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Research

While your expertise is in addressing the complex problems and opportunities in retirement plan design and continuing administration for your clients, ours lies in quickly and accurately analyzing all the publications, statistics,  government documents  and other resources available on qualified retirement plans—and passing that information on to you.

In addition, our research experts field 50,000 questions annually, then select the most relevant and add those to our searchable database. Currently our FAQs database contains 5,000 answers. We refresh our database regularly so that only relevant FAQs are included and outdated ones are removed, saving you valuable research time.
 

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Testimonials

As always, thank you very much for going the extra mile!

Glen Archinal, EA, MSPA
Pension Actuary
Summit Retirement Plan Services Inc.