Products by Concierge Retirement Services

Let Concierge Retirement Services manage and lessen the daily administrative and fiduciary responsibilities of your plan, allowing you to focus on other aspects of your business. With over 40 years of experience servicing the needs of our clients, it is deeply embedded in our culture to provide...

100% of our plans are custom designed and created specifically for each client’s needs. And that includes you. Your Concierge Retirement Plan Consultant begins the process by working one-on-one with you to implement the plan, but it doesn’t stop there. He or she stays engaged over the life of the...

Defined Contribution Plans define the contribution a participant receives under the plan. The employer contributions are allocated to individual accounts maintained for each participant within the plan. Each participant bears the investment risk in this plan. Traditional 401(k) Plans A 401(k) plan...

A Defined Benefit Plan is an employer-funded retirement plan where employee benefits are computed using a formula based on various factors. They serve to define the retirement benefit that is ultimately paid to the participant. Traditional Defined Benefit Plan A Traditional Defined Benefit Plan...

The 3 most common reasons why most people ask us to provide retirement plan solutions are: - To maximize tax deductions; - To attract and retain the highest quality employees; and - To have a plan that takes less time to administer. That’s what we’re here for. To help you. To make it easy to...

The 3 most common reasons why most people ask us to provide retirement plan solutions are: - To maximize tax deductions; - To attract and retain the highest quality employees; and - To have a plan that takes less time to administer. That’s what we’re here for. To help you. To make it easy to...

Imagine calling the company managing your retirement plan and having a direct phone number and direct access to your designated Concierge Retirement Plan Consultant. The same person each and every time you call or email. Is having unlimited one-on-one time with your Concierge Retirement Plan...

Retirement Plans That Work Plans specifically designed for you and your business. Oftentimes that means customizing a plan – something that 98% of “the other guys” don’t do. This isn’t about finding a plan that fits 75% of your requirements. This is about creating a plan that honestly fits you and...

Retirement Plans That Work Plans specifically designed for you and your business. Oftentimes that means customizing a plan – something that 98% of “the other guys” don’t do. This isn’t about finding a plan that fits 75% of your requirements. This is about creating a plan that honestly fits you and...