Your Trust & Confidence Mean Everything to Us

United Retirement Plan ConsultantsSM are leaders in the design, administration and compliance for all types of qualified and non-qualified retirement plans. We possess industry leading expertise on which our clients rely.

Plan Sponsors are facing an increasing and ever changing array of regulatory requirements and employee notice obligations related to retirement benefits to their employees. United Retirement Plan ConsultantsSM is uniquely situated to help you face those challenges.

Our team works with clients to design solutions for the most complex retirement plan issues. We leverage our considerable depth of expertise to design plans that are custom tailored to specific business or individual objectives and meet ERISA and Internal Revenue Code requirements. We then leverage our proprietary software systems and operational knowledge to ensure proper administration and continuing compliance.

Dedicated professionals will help you develop a seamless strategy to minimize the burdens of implementation, plan administration and compliance. Our depth of technical expertise allows us to be creative in plan design, treating each client as unique, so there are no cookie cutter models. Further, our team of attorneys, actuaries and compliance specialists can help you solve the most difficult plan compliance challenges.

Our retirement plan services range from plan design, administration and compliance and pension actuarial consultative services that are outlined more completely by clicking the link: Our Services.

United Retirement Plan ConsultantsSM is focused on your plan’s success. With offices and expert consultants in 17 major metropolitan areas and suburban cities across the US, United Retirement Plan ConsultantsSM services employers of all sizes by providing national caliber expertise combined with a highly personalized service delivered at the local level.

This presence makes United Retirement Plan ConsultantsSM the nation’s largest independent provider of administration, plan design, and consulting, servicing over 10,000 plans with $11 billion of plan assets and over 300,000 participants. 

Despite our impressive growth, we still operate by our founding principle: become trusted partners by staying focused on your success. 

 

 


Online tools

Download Automated Census Excel Template
Send us your census upload
 

Account Login

Participant Login pageParticipant's retirement account information system.

Plan Sponsor Login pageFor Plan Sponsors - view or change the status of participant retirement accounts

Financial Advisor Login pageFor Advisors - view and/or change the status of participant accounts and plans