PARTICIPANT DISTRIBUTION LOANS
COMPLETE SET OF ER AND EE REPORTS
PREPARATION AND SUBMISSION OF GOVERNMENT FORMS
COMPREHENSIVE ANNUAL REVIEW
RECEIPT FORMS FOR ALL EMPLOYEE DISCLOSURES
FULL AUDIT ASSISTANCE
WORKING WITH REFERRAL SOURCES ON APPLICATION AND ROLLING ASSETS
- Retirement Planning, Inc.
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: firstname.lastname@example.org
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: email@example.com
has 22 years of administration experience including
the last 10 with RPI. Her responsibilities include
illustrations, completing all employer and employee
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
Marilee Sironen, Plan Service Specialist
Ph: ext 101 email: firstname.lastname@example.org
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
Janice Juntti, Plan Service Specialist
Ph: ext 106 email: email@example.com
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
Teresa Zalis, Administrator
Ph: ext 103 email: firstname.lastname@example.org
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.