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•Fax 260-423-6479
888-422-3499•Fax 888-423-6479
Indianapolis, IN
9229 Delegates Row, Suite 470
Indianapolis, IN 46240
317-844-6090•Fax: 317-846-9320
800-234-0921
Firm Profile
- Year established: 1991
- Number of Employees: 51
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
- 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
Thomas R. Ackmann – Fort Wayne, IN – Headquarters
Managing Director
888.422.3499 Toll free
260.969.2677 Direct dial
- 2004 – Ranked #2 in “Micro Market” by the 401kExchange (less than $1 million in plan assets)
- 2005 – Ranked #6 in “Small Plan Market” by the 401kExchange ($1 million to $10 million in plan assets)
- 2006 – Ranked #1 Plan Administrator in “Micro Market” by the 401kExchange (less than $1 million in plan assets)
- 2006 – Top Ranked Plan Administrator in the “Small Plan Market” by the 401kExchange (less than $1 million in plan assets)
- 2008 Mid-Year – Ranked #1 in "Micro Market" by the 401kExchange for Recordkeeping and Administrative Services
- 2008 Mid-Year – Ranked #3 in "Small Plan Market" by the 401kExchange for Recordkeeping and Administrative Services
- 2008 -- Ranked #4 in "Small Plan Market" by the 401kExchange for Recordkeeping and Administrative Services
- 2008 -- Ranked #2 in the "Micro Market" by the 401kExchange for Recordkeeping and Administrative Services
For more information, contact Tom Ackmann at (260) 969-2677 or use our
Contact Us form to e-mail your inquiry.
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.