Culver Retirement Services, Inc.
Culver Retirement Services, Inc.

Services

We offer consulting, design, compliance, and annual administration services to ERISA qualifed retirement plans to companies of all sizes in a wide variety of industries. Some of our important practice areas are listed below.

ERISA Qualified Plan Consulting and Innovative Plan Design

 

We work with plan sponsors, outside consultants (such as CPA's, attorney's, auditors, etc.), and plan committees to design the most efficient plan design based on the individual characteristcs, demographics, and goals of the sponsoring employer.

 

Overview

Retirement Plan Enrollment and Participant Education (Advisory Services available through our sister company, Culver Investment Company, LLC)

 

In cooperation with our sister company, Culver Investment Company, LLC, we will coordinate at least annual enrollment meetings with your staff to educate them on the details of the plan and the importance of retirement savings. 

 

Overview

Annual Compliance Testing, Actuarial Services, and Government Reporting


We will contract with the "Named Adminstrator" to perform all of the necessary functions required by DOL, IRS, & PBGC to maintain compliance with ever-changing government rules and regulations.   

 

Overview

Contact Us or Make an Appointment

For answers to your questions or to schedule an appointment, please call:

 

(303) 442-3670

 

You may research our advisors at:BrokerCheck.org

News & Events

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