Secured Retirement, Inc.

Don't let the administration of your retirement plan drive you to an early one!
Contact SRI and let the pension professionals relieve you of the bureaucratic burden.

If you are an employer who would like to:

reduce your tax liability
attract quality employees
reduce turnover
improve morale
provide employee incentive
improve productivity
-and-
increase your profits

then you need to contact a plan consultant from Secured Retirement Incorporated.

SRI's goal is to provide business owners an economic solution to the high cost of quality retirement plan administration.

Plan Installation

SRI provides a review of your current business situation, and will recommend a qualified plan that addresses the goals and desires of the employer. Plan Installation includes:

Feasibility Study and Design Proposal
Preparation of Plan & Trust Documents
Submission to Internal Revenue Service for Favorable Determination
Preparation of Employee Communications
Assist Employer with creation of Retirement Trust Account

Qualified Plans

A Qualified Retirement Plan is a retirement plan which meets the requirements of Internal Revenue Code Section 401. Employers who maintain a Qualified Retirement Plan receive a tax deduction for contributions made to the retirement plan. SRI specializes in the Installation and Administration of the following Qualified Plans:

401(k)
Profit Sharing
Money Purchase Pension
Defined Benefit Pension
Age-Weighted

Who We Are

Secured Retirement Incorporated was founded in 1981 as an alternative to the high cost of administrative of qualified employee retirement plans.

Our commitment to prompt, professional and economical plan administration remains the cornerstone of our service to our clients.

Through continuing education and membership in industry organizations, the plan consultants of SRI keep abreast of the current Department of Labor, Treasury Department and Pension Benefit Guaranty Corporation positions on matters relating to qualified employee plans. Our plan consultants are prepared to recommend plan design consistent with employer goals, as well as appropriate plan changes when desirable or where changes in the client's circumstances warrant them.

For a qualified retirement plan to function properly, and to remain in statutory compliance, professional plan administration must be provided continually. Regular communication between the employer and SRI is critical to insure maintenance of the plan's qualified status.

For both Defined Contribution Plans and Defined Benefit Plans, SRI Plan Consultants will assist in the calculation and allocation of the Annual Employer Contributions as well as the allocation of earnings, investment gains or losses, and forfeitures. Preparation of the Annual 5500 Series Returns, and the required Participant Statements and Notices are included.

Secured Retirement Incorporated is a proud member of the National Institute of Pension Administrators.