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Retirement Plan Solutions - Meeting all your retirement plan needs

Retirement Plan Solutions - Meeting all your retirement plan needs

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CONTACTS AT RETIREPLANSOLUTIONS.COM

Retirement Plan Solutions

Stephen Lewis

PO ●●●250

147 Tip●●●●●●●nor Rd.

Ty●●ne , Pennsylvania, 16686

United States

1.81●●●●9750
1.81●●●●4121
su●●●●●@pcworksplus.com

View this contact

Retirement Plan Solutions

Stephen Lewis

PO ●●●250

147 Tip●●●●●●●nor Rd.

Ty●●ne , Pennsylvania, 16686

United States

1.81●●●●9750
1.81●●●●4121
su●●●●●@pcworksplus.com

View this contact

Retirement Plan Solutions

Stephen Lewis

PO ●●●250

147 Tip●●●●●●●nor Rd.

Ty●●ne , Pennsylvania, 16686

United States

1.81●●●●9750
1.81●●●●4121
su●●●●●@pcworksplus.com

View this contact

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Retirement Plan Solutions - Meeting all your retirement plan needs | retireplansolutions.com Reviews
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Retirement Plan Solutions - Meeting all your retirement plan needs
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1 Retirement Plan Solutions
2 pension
3 profit sharing
4 401(k)
5 money purchase
6 retirement plan
7 third party administrator
8 deferred compensation
9 plan design
10 PC Works Plus
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Retirement Plan Solutions - Meeting all your retirement plan needs | retireplansolutions.com Reviews

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Retirement Plan Solutions - Meeting all your retirement plan needs

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1

Retirement Plan Solutions - Meeting all your retirement plan needs

http://www.retireplansolutions.com/Forms.aspx

The following forms are available for download. The free Adobe Reader. Software is required to view these files. Salary Deferral Agreement - no Roth. Salary Deferral Agreement - with Roth. Application For Participant Loan. Distribution Election (over $5,000). Distribution Election (under $5,000). In-Service Withdrawal Application over 59. Special Tax Notice - no Roth. Special Tax Notice - with Roth. Web site and contents. Powered by PC Works Plus, Inc.

2

Retirement Plan Solutions - Meeting all your retirement plan needs

http://www.retireplansolutions.com/Newsletters.aspx

Our newsletter is sent on a quarterly basis as a courtesy to our customers. Past issues are available for download. The free Adobe Reader. Software is required to view these files. Web site and contents. Powered by PC Works Plus, Inc.

3

Retirement Plan Solutions - Meeting all your retirement plan needs

http://www.retireplansolutions.com/PensionLimits.aspx

Qualified Pension Plan Limits. Maximum 401(k) Catch-Up Contributions. Defined Benefit Plan (Max. Annual Benefit). Annual Compensation (for determining Maximum Benefits and Contributions). Social Security Taxable Wage Base. Key Employee Officer Threshold. 5% owner or $120,000. 5% owner or $120,000. Participant must be at least 50 years old as of the end of the applicable year to qualify for catch-up contributions. Effective for limitation years ending in calendar year. Web site and contents.

4

Retirement Plan Solutions - Meeting all your retirement plan needs

http://www.retireplansolutions.com/Proposal.aspx

Fill out the form below to request a proposal from Retirement Plan Solutions. The fields marked with an asterisk are required. City, State, Postal Code:. Our Company is a:. Type of Plan(s) we are interested in:. Web site and contents. Powered by PC Works Plus, Inc.

5

Retirement Plan Solutions - Meeting all your retirement plan needs

http://www.retireplansolutions.com/Staff.aspx

Stephen S. Lewis, CPC, QKA, QPA, TGPC, ERPA, AIF, CPA (inactive). Susan K. Daly, QKA. Susan K. Daly graduated from Lycoming College with a BA in Mathematics in 1982. Susan is accredited through the American Society of Pension Professionals and Actuaries as a Qualified 401(k) Administrator. She has over 16 years working with retirement plans. She resides in Tyrone, PA with her two children, Daron and Alesia. Bryan S. Horetsky, QKA, ERPA, QPA. Amanda C. Johnston, QKA, QPA, ERPA. Amanda C. Johnston grad...

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