roptions.com

Retirement Options

A properly designed and administered retirement plan is a critical part of an employment package in today's competitive world. Investing according to a plan participant's risk tolerance may be the most critical factor to the plan participant's investing success. Participants generally want to match the risk they are taking in their investment portfolio with their personal risk tolerance level. The risk matching process is also an important factor in meeting the plan trustees' responsibilities. We will wo...

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ROMKEMA, JOE

3495 C●●●●●●E ROAD

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ROMKEMA, JOE

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Retirement Options | roptions.com Reviews

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A properly designed and administered retirement plan is a critical part of an employment package in today's competitive world. Investing according to a plan participant's risk tolerance may be the most critical factor to the plan participant's investing success. Participants generally want to match the risk they are taking in their investment portfolio with their personal risk tolerance level. The risk matching process is also an important factor in meeting the plan trustees' responsibilities. We will wo...

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4 testing and compliance

5 irs reporting

6 investment advisory services

7 retirement options 2009

8 coupons

9 reviews

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Retirement Options | roptions.com Reviews

https://roptions.com

A properly designed and administered retirement plan is a critical part of an employment package in today's competitive world. Investing according to a plan participant's risk tolerance may be the most critical factor to the plan participant's investing success. Participants generally want to match the risk they are taking in their investment portfolio with their personal risk tolerance level. The risk matching process is also an important factor in meeting the plan trustees' responsibilities. We will wo...

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roptions.com

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Retirement Options - What We Do

http://www.roptions.com/whatwedo.html

Retirement Options uses the portfolio management advisory services of Hall and Romkema Financial Services, LLC. Our goal is to provide dependable long-term wealth building services by investing in quality securities and employing investment techniques that limit volatility and capture gains in the markets when they occur by actively re-balancing portfolios. Our asset allocation and re-balancing techniques are explained in the following slideshow. Click on any of the slides to see them bigger.

2

Retirement Options

http://www.roptions.com/services.html

415 maximum annual limits. IRS form 5500 preparation. IRS form 5500 submission. Attached schedules for form 5500. Plan Administration and Recordkeeping. Benefit calculations, vesting and minimum distributions. Distributions (terminations, loans, hardships, QDROs). Daily valuations for participant accounts. Preparation of participant statements and company reports. Annual report package and strategic planning session. Employee Education and Communication. Enrollment meeting and materials.

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Retirement Options

http://www.roptions.com/index.html

A properly designed and administered retirement plan is a critical part of an employment package in today's competitive world. Investing according to a plan participant's risk tolerance may be the most critical factor to the plan participant's investing success. Participants generally want to match the risk they are taking in their investment portfolio with their personal risk tolerance level. The risk matching process is also an important factor in meeting the plan trustees' responsibilities. We will wo...

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Retirement Options

A properly designed and administered retirement plan is a critical part of an employment package in today's competitive world. Investing according to a plan participant's risk tolerance may be the most critical factor to the plan participant's investing success. Participants generally want to match the risk they are taking in their investment portfolio with their personal risk tolerance level. The risk matching process is also an important factor in meeting the plan trustees' responsibilities. We will wo...

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