Baden Retirement Plan Services, an
Ascensus company, is an independent third party administrator of tax qualified defined contribution plans. We serve clients across the
United States from our offices in
Fort Wayne and
Indianapolis, Indiana. We are not associated with any particular investment fund and do not manage assets; our fees are based on administration services provided. We work as a team with financial advisors, chosen by the employer (plan sponsor), to help design and implement plans that best serve the client’s goals.
Advantages with Baden Retirement Plan Services
- Multiple fund capabilities
- Flexibility to work with registered investment advisors (RIAs) and brokers
- Active members in professional associations for timely access to resources and information:
- American Society of Pension Professionals and Actuaries (ASPPA)
- Midwest Relius User Group
- National Daily Relius User Group
- Consultants with credentials earned through ASPPA
- Staff training and on-going education to be valued resources to our clients
- Annual audit package including SAS70
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Offices
Fort Wayne, Indiana
1102 Chestnut Hills Parkway, Suite 100 - Headquarters
Fort Wayne, IN 46814
260-422-3499
888-422-3499•Fax 888-423-6479
Indianapolis, IN
9045 River Road, Suite 175
Indianapolis, IN 46240
317-844-6090•Fax: 317-846-9320
800-234-0921
Firm Profile
- Year established: 1991
- Number of Employees: 50
Client Profile
- 1,300: Number of plans under administration
- 113,000: Number of plan participants
- 80: Average number of participants per plan
- 1: Smallest number of participants/plan
- 6,000: Largest number of participants/plan
- 48: Number of states in the USA where we serve clients
- Over 90% client retention for prior three years
- 7 years: Average number of years that current clients have remained with our firm
Types of Plans We Administer
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Services
Pricing
- Full fee disclosure
- Tiered fee structure based on number of “Eligible Participants”
- Annual administration includes:
- Summary of accounts (accrual basis)
- Form 5500
- Discrimination Testing
- ADP/ACP
- 410(b), 415, 402(g), 401(a)(4), 404(a)(3)(A)
- Top Heavy
- Plan document installation fees (if applicable)
- Prototype
- Volume-submitter
- Additional fees charged per distribution
Request a Proposal
- Telephone or e-mail directly or use the Contact Us form to request a proposal
Brian Smith
Sales Manager
614.339.9655 mobile
888.234.0921 extension 22012 Toll free
Baden Retirement Plan Services and the Baden Retirement Plan Services logo are service marks of Baden Retirement Plan Services, LLC, an Ascensus company.
© 2009 Baden Retirement Plan Services, LLC, an Ascensus company. All Rights Reserved.