EJ Reynolds Inc.

Region(s) Served: Florida

In today’s competitive workplace, employee benefit programs are emerging as the key solution to attracting and retaining vital employees. From broad-based retirement savings plans to elaborate executive compensation arrangements, leading corporations are turning to retirement plan consultants to help them create successful benefit-related programs.

As a second generation consulting firm, EJReynolds, Inc. has provided administrative services for companies with 1 to well over 15,000 employees, since 1983. We do not sell investment products, and work in strategic partnership with advisors to develop mutually beneficial engagements. Our diverse client portfolio ranges from doctors and lawyers to employee leasing organizations and professional sports teams. Our services cover a full range of qualified retirement plans, including defined benefit, 401(k), money purchase, profit sharing, cash balance, target benefit and employee stock ownership plans.

We work closely with our clients and their advisors to provide them with customized plans designed to fit their specific needs from the development and drafting of the plan to its ultimate wind-down and termination. Our experienced team of professionals assists in every aspect of the plan. Each plan is assigned an administrator, not a number. We offer the highest level of service in the qualified retirement plan industry. We are experts in what we do and have a track record of success to prove it.

Kevin Reynolds is President and a shareholder of EJReynolds, Inc. He began his career as an assistant plan administrator with the qualified plan division of Mutual Benefit Life in Miami. After receiving a Bachelor of Business Administration in Finance from Florida International University in Miami, he worked as a programming consultant with Financial Data Planning Corp. After five years at FDP and two years as a Senior Benefits Consultant with Deloitte & Touche, he joined the family business in 1991.

Kevin holds the designations of Certified Pension Consultant, Qualified Pension Administrator and Qualified 401(k) Plan Administrator from the American Society of Pension Professionals and Actuaries (ASPPA).

or call 877-TPA-7565 (877-872-7565).

RSM McGladrey

Region(s) Served: Arizona, Illinois, Iowa, Minnesota, Maryland and North Carolina

RSM McGladrey together with McGladrey & Pullen, LLC ranks as the fifth largest accounting and financial services firm in the country. Our retirement services group has more than 40 years of experience serving the needs of retirement plan sponsors throughout the country. In fact, our first retirement services client dates back to 1969, before ERISA was passed in to law. As a national non-producing TPA, RSM McGladrey has the professional staff and resources to serve virtually all types of retirement plans for any organization in any industry, including the not-for-profit sector. RSM McGladrey is actively involved with ASPPA and AICPA, and has participated in discussions for future accounting and retirement plan legislation. Our focus on the Power of Plan DesignSM allows us to work with plan sponsors and advisors to determine the most effective way to meet the needs of the organization and plan participants.

Using a TPA first approach with RSM McGladrey, advisors have the flexibility needed to select appropriate investment options from a recordkeeping vendor that best meets the needs of the client, without sacrificing important technical and plan design experience. Our goal is to help sponsors and their financial advisors maximize tax benefits for the organization and participants while providing a framework for operational and fiduciary excellence.

We are located in six regions across the country with eight TPA offices. Our six dedicated business developers are ready to support you. During the sales process we provide proposals and fee schedules, plan design illustrations, sample fee disclosure worksheets, investment selection and monitoring reports, and unparalled proposal and technical support. Our experience serving plan sponsors is well documented. RSM McGladrey and McGladrey & Pullen have more than 100,000 accounting, audit and consulting relationships and we serve more than 5,000 plan sponsors through our retirement services group.

RSM McGladrey Inc. and McGladrey & Pullen LLP have an alternative practice structure. Though separate and independent legal entities, the two firms work together to serve clients' business needs. RSM McGladrey Inc. is not a licensed CPA firm. RSM McGladrey Retirement Resources provides recordkeeping, administration, consulting, and actuarial services. These services are delivered through RSM McGladrey, Inc.

or call 877-TPA-7565 (877-872-7565).

The Retirement Advantage, Inc. (TRA)

Region(s) Served: National

The Advantage is Yours…We make your job EASY, We make you look GOOD and We help you WIN more business!

The Retirement Advantage, Inc. (TRA) is a leading provider of third party administration services, excelling in plan design, customer service and consulting. When you choose TRA as your retirement administration partner, you are joining forces with one of the industry’s leading experts in retirement plans.

TRA was founded in 1996 and currently delivers service to over 3,400 Plan Sponsor and 180,000 Participants nationwide. We offer administration and consulting for a full range of retirement plans including Traditional 401(k), Solo(k), Safe Harbor 401(k), Cross-Tested/Age-Weighted 401(k), 403(b), Cash Balance and Defined Benefit.

Our Services include…In depth knowledge of investment platforms; unbiased product selection & competitive analysis; innovative plan design & consulting; side by side illustrations; field support & closing presentations; free proposals; free illustrations; seamless installation & conversion process and comprehensive annual administration services.

Count on our experience for unmatched plan design and consultative support that frees you from the burden of research and helps you win more business with maximum confidence.

or call 877-TPA-7565 (877-872-7565).