Our Services
At Defined Retirement Plan Solutions, we help businesses set up, manage, and maintain their company’s qualified retirement plan with accuracy and care. From 401(k) plans to Cash Balance and Defined Benefit plans, we handle the technical details so you can focus on running your business.
Whether you’re establishing a new plan or looking to improve your current one, our goal is simple — to make retirement plan administration clear, compliant, and stress-free.
We provide administration and consulting services for a range of qualified retirement plans, including:
401(k) and Profit Sharing Plans
Safe Harbor 401(k) Plans
Solo 401(k) / Owner-Only Plans
Defined Benefit and Cash Balance Plans
Every DRPS service is billed as a flat fee, see our pricing and transparency page for more information.
How We Help
Plan Document Maintenance
We keep your IRS-approved plan documents up to date. Every six years, we'll update your plan to meet new regulations and let you know when it's time. We'll handle drafting and providing plan amendments and related documents as needed.
Plan Design & Implementation
We’ll work with you to design a retirement plan that fits your goals and objectives. Then, we'll help put the plan into action.
Annual Valuation Report
We'll prepare an annual report detailing compliance testing results, account record changes, plan accounting, and summary information. We'll also discuss any necessary corrections or required actions needed to keep the plan in compliance.
Annual Compliance Testing
We handle all necessary compliance testing to ensure the plan meets DOL and IRS regulations.
Government Reporting
We will prepare signature ready government forms for any required annual filings.
Loan and Distribution Processing
We're here to help with any loan or distribution requests, making the process easy and hassle-free for you.