Assurance Retirement Group LLC

Assurance Retirement Group LLC is a Retirement home in Greenville, SC. It is an owner-operated third-party administration firm serving small employers locally and nationwide, with a client base that includes Connecticut, Florida, Georgia, North Carolina, New York, and SC. The firm has over 27 years of experience designing and administering qualified retirement plans, including 401(k), Profit Sharing, Money Purchase Pension, and Cash Balance Plans. It operates on a service-based fee structure rather than a percentage of assets. The business holds a rating of 1.00 based on 1 review.

The firm provides a full spectrum of services to support plan design, documents, IRS Form 5500 preparation, and much more. Its approach emphasizes a local touch regardless of the client's location, working seamlessly with other advisors to take the burden of administration off the client. Assurance Retirement Group LLC prepares non-standardized volume submitter documents tailored to specific client needs rather than using cookie-cutter templates. Services include full scope testing, record keeping, vesting maintenance, eligibility determination, loans, distributions, and retirement age management. The firm also handles annual deduction calculations and accrual determination, working closely with CPAs.

Plan design feasibility services cover Roth and Traditional 401(k), New Comparability Profit Sharing, Social Security Integrated Profit Sharing, Safe Harbors, Company Match, and Cash Balance Pension Plans. The firm assists clients in finding solutions for their specific retirement plan needs, aiming to make having a retirement plan hassle-free. Assurance Retirement Group LLC also offers services for accountants or other professionals who serve as the main contact for clients, providing a discount on administration fees.

Assurance Retirement Group LLC is known for its long-standing experience in qualified retirement plan administration and its direct, owner-operated service model. The firm provides comprehensive administrative support to small employers across multiple states, combining decades of specialized expertise with a service-oriented approach.

Assurance Retirement Group LLC brings decades of specialized expertise in retirement plan administration to Greenville, offering small employers a direct and experienced partner for their qualified plan needs.

BizScoreAI awards Assurance Retirement Group LLC a Discoverability score of 100 out of 100, ensuring AI crawlers can access every page so the business is found before any recommendation. The firm also achieves a Technical score of 95 out of 100, confirming the website is secure and indexable for error-free search engine reading.

Services:

• Cash Balance Services
• Non-Standardized Volume Submitter Document Preparation
• Ongoing Plan Operations
• Plan Design Feasibility
• Valuations at any frequency