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Retirement Plan Concepts & Services, Inc.
10319 Dawsons Creek Boulevard, Fort Wayne, Indiana, United States
About the Retirement Plan Concepts & Services, Inc.
Retirement Plan Concepts & Services, Inc. is a leading institution specializing in retirement planning and financial services. Located at 10319 Dawsons Creek Boulevard in Fort Wayne, Indiana, this company offers expert guidance and personalized solutions to help individuals and businesses achieve their retirement goals. With a team of experienced professionals, Retirement Plan Concepts & Services, Inc. is dedicated to providing comprehensive and innovative retirement planning strategies tailored to each client's unique needs. Whether you are looking to build your retirement savings, maximize your investments, or create a customized retirement plan, this institution is committed to helping you secure a comfortable and financially stable future.
10319 Dawsons Creek Blvd a, Fort Wayne, IN 46825, United States
Opening hours of Retirement Plan Concepts & Services, Inc.
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Retirement Plan Concepts & Services, Inc.
"Well organized and helpful. We feel like our retirement plan is well audited by RPCSI and their communication is clear and timely."
"I am grateful to work with suck a great TPA for my employer's 401K. Any time that I have questions or need assistance, Suzy Guck and the rest of the team at RPCSI are always prompt in helping me. If I am not understanding how they are explaining something, they always help me better understand. Great customer service!"
"I believe i am somewhat qualified to provide a testimonial regarding my experience with Michelle Marsh and every member of her team. Why/ Because i built a third party administration company from scratch in the 2000’s called Benefit Consulting Group LLC. I understand the nuances and attention to detail it takes to build grow manage and service a TPA. (And sell one successfully) Folks it ain’t easy. As a TPA you stand in the infliction point (cross-hairs) of the advisor (always demanding) the record keeper (ever more difficult to deal with) and the plain sponsor client- (every busy growing their company) in a nutshell it’s a tough job being a TPA- AND IT IS A CRITICAL JOB! When I sold BCG many moons ago, i went on a 6 month search for a TPA, and more specifically for a company that values customer service and actually delivers it 24-7. Michelle Marsh and her team have it all in spades. (And no she didn’t pay me) The women cares deeply, and her employees care deeply. They go the extra mile- always. Case in point, we recently had a new client- Dental Practice. They had an old 401k ProfitSharing with a record keeper that is less than flexible. You know the kind. We wanted to add a Cash Balance Plan. On March 14th, I get an email from the client- “Charlie, my accountant just got me my final numbers and i need to know what the contributions will be for these plans so we can file our corporate taxes on time tomorrow March 15th. ( I wanted to say “Seriously, but I like to be a “hero” to clients as much as Michele and RPCSI does) I said, “Doc lets see what we can do.” And sure enough the entire RPCSI team went into action and i was on the phone with the client 2pm March 15th with the numbers so he could file on time.!! I could tell you dozens of stories like this one. Here’s what you need to know …and do. If you are an advisor looking for a superior TPA- call RPCSI now. If you are an advisor that already has a TPA relationship, call RPCSI NOW and give them a shot to prove themselves on one of your plans. You gotta shop ‘em- so please add RPCSI to your list of preferred TPA’s and add them to the RFP. Tell ‘em Charlie Epstein, The 401k Coach said so!!"
"Our firm performs multiple audits of 401(k) plans that are administered by RPCSI. Their team is responsive and accurate and allows for a smooth process for both their client and for us! I would highly recommend their services if you wish to make your life and your plan easy!"
"My firm and I have been long time business partners of RPCSI and Michelle Marsh. We consistently receive top notch service, responsiveness, and high level knowledge from their entire staff. Knowing that my retirement plan clients are receiving the best service from their TPA partner is of utmost importance to me, and RPCSI gives us that confidence."
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