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We Offer:

PLAN DESIGN

PLAN DOCUMENTS

ANNUAL ADMINISTRATION

PARTICIPANT DISTRIBUTION LOANS

COMPLETE SET OF ER AND EE REPORTS

PREPARATION AND SUBMISSION OF GOVERNMENT FORMS

ON-GOING CONSULTATION

COMPREHENSIVE ANNUAL REVIEW

PRO-ACTIVE COMPLIANCE

RECEIPT FORMS FOR ALL EMPLOYEE DISCLOSURES

PROCESSING EMPLOYEE:
....Distributions
....Loans
....Hardships
....QDRO's

FULL AUDIT ASSISTANCE

PREPARING PROPOSALS

WORKING WITH REFERRAL SOURCES ON APPLICATION AND ROLLING ASSETS

 

. Company Biography - Retirement Planning, Inc.

Our mission is to provide the absolute best service to both our customers and the individuals that refer their clients to RPI.  Our staff has over 75 years of combined experience. Our goal is to provide pro-active service that allows you to concentrate on your business.

Mark Whited, CPC, QPA, President
Ph: ext 102 email: mwhited81@hotmail.com
Mark has 26 years of experience working with retirement plans, 21 as owner of RPI. He is very familiar with all facets of retirement planning from plan design and installation to annual administration. Mark and Mary celebrated their 25th anniversary in 2006. They have three children, Michael, Ryan and Katie. His hobbies include sports, reading, travel and landscaping.

Sharon Dykema, Administrator
Ph: ext 105 email: sharondykema@retirementplanninginc.com
Sharon has 22 years of administration experience including the last 10 with RPI. Her responsibilities include illustrations, completing all employer and employee reports, 5500’s and testing. She completes individual proposals and trains all new hires. Sharon has three children, Dave, Scott and Kelly (and two dogs). Her hobbies include sports, camping, sewing and watching her kids participate in sports.

Marilee Sironen, Plan Service Specialist
Ph: ext 101 email: marileesironen@retirementplanninginc.com
Marilee has 29 years or experience working with administrative issues, including the last 12 years with RPI. Marilee specializes in loan processing and payouts. She also deals with the different funding institutions on a myriad of issues. She and Jeff have been married for 17 years. They have one son, Jared. Her hobbies include camping, boating, crocheting and watching Jared wrestle (state champ).

Janice Juntti, Plan Service Specialist
Ph: ext 106 email: janicejuntti@retirementplanninginc.com
Jan has twelve years of experience working with administrative issues, including the last eight years with RPI. Jan specializes in loan processing and payouts. She completes all  c/a requests, 1099’s and prepares all the booklets and data for year-end review. She also completes document amendments and deals with funding institutions. Jan has three  children, Melissa, Emily and Zach and two grandchildren, Emma Mae and Laila. Her hobbies include cross-country skiing, rollerblading, dancing and reading.

Teresa Zalis, Administrator
Ph: ext 103 email: teresazalis@retirementplanninginc.com
Teresa has a BA in accounting and is starting her sixth year with RPI. She works on administration, completing all employer and employee reports, 5500s and testing. Teresa also works closely with our IT technician on all computer issues. She and Dan have been married for five years and have two children, Erica and Kayla. Her hobbies include camping, fishing, skiing and spending time with her family.

 
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Retirement Planning, Inc. All Rights Reserved.
4467 Cascade Road SE • Suite 4471 • Grand Rapids, MI 49546 • Ph 616.949.7554 • Fax 616.285.0339
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