No. Baden Retirement Plan Services is a fee-for-service independent third party administrator of qualified defined contribution plans, able to work with most financial advisors and investment providers.
[permalink] Yes, our fees are listed in a detailed proposal and subsequently in detailed invoices.
[permalink]Telephone or e-mail to request a proposal. Or, use our Contact Us form to submit your request.
Thomas R. Ackmann
Managing Director
888.422.3499 Toll free
260.969.2677 Direct dial
Karyn Dzurisin, QKA, QPA
Manager
800.234.0921 Toll free
317.844.6090 x405
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- 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(a4), 404(a3A)
- Top Heavy
- Plan document installation fees (if applicable)
- Prototype
- Volume-submitter
- Additional fees charged per distribution
[permalink]Baden Retirement Plan Services' clients are located in 48 of the United States with a majority located in the Midwest.
[permalink]Schwab, Mid-Atlantic, Matrix and Oppenheimer; also, an insurance platform, multi-fund open architecture and ETF’s.
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