For over 40 years

Florida Retirement Consultants (FRC) has practiced its belief that the best way to conduct business is by establishing long-term relationships with the advisors and plan sponsors it serves. As a result, we are committed to superior customer service and personalized attention. We don’t offer a one-size-fits-all strategy. And when we tell our advisors and clients we can do something, we do it.


We are in the business of providing retirement plan solutions

designed to fit the unique needs of our advisor partners and their clients. We’re flexible enough that each solution can be tailored to accommodate each advisors specific areas of expertise. We provide a dedicated administrator to serve each advisor and client relationship, and you’ll have access to our entire team when the need arises.

In addition to offering plan design services, we also provide support for:



Plan Documents and Amendments

Prototype and Volume Submitter document packages and annual maintenance



IRS and DOL Tax Forms

IRS Form 5500 and related schedules, Forms 1099-R, 945 and the 5300 series as applicable



Plan Operation

Telephone and email access to a dedicated administrator



Additional Consulting and Audit Assistance

Compliance reviews, audit assistance and special projects


Administration and Compliance

Determining eligibility and vesting, contribution calculations, trust accounting and required regulatory testing


 




Dedication. Delivered!

It's not just a philosophy, it's our business plan.