Consultation

Baden Retirement Plan Services is an independent third party administrator (TPA) that provides consultation to employers (plan sponsors) and financial professionals on topics ranging from the basics of setting up a tax qualified defined contribution plan, such as a 401(k) plan, to specific situations requiring research into current Internal Revenue Codes and Department of Labor rules and regulations.

• Setting up and operating a qualified defined contribution plan for a:
  • Sole practitioner
  • Small-to-midsize business
  • Multi-entity corporation
  • Not-for-profit organization
•  Plan design change questions:
  • Due to significant changes within the company
  • To maximize deferred income for the business owners
  • To minimize costs for the plan sponsor and the plan participants
  • To establish an automatic enrollment program
• Distribution questions related to:
  • Resignations
  • Retirement
  • Loans
  • Divorce
  • Death

We assist with plan audits conducted by the Internal Revenue Service (IRS) or the Department of Labor (DOL). Our assistance is provided with the goal of making the audit process as smooth and undisruptive as possible to the plan sponsor while still adhering to the rules, laws and regulations set forth by these Federal agencies.

For more information, contact Tom Ackmann at (260) 969-2677 or use our Contact Us form to e-mail your inquiry.