Home
About Us
Services
Testimonials
Our Staff
Contact Us
Related Links

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 31 years of experience working with retirement plans, 26 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 33rd anniversary in 2014. 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 26 years of administration experience including the last 14 with RPI. Her responsibilities include illustrations, completing all employer and employee reports, 5500’s and testing. She completes individual proposals and helps train 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.

Janice Juntti, Plan Service Specialist
Ph: ext 106 email: janicejuntti@retirementplanninginc.com
Jan is currently on leave dealing with a family matter.

Teresa Zalis, Administrator
Ph: ext 103 email: teresazalis@retirementplanninginc.com
Teresa has a BA in accounting and has been with RPI for 11 years. She works on administration, completing all employer and employee reports, 5500's and testing. Teresa also works closely with our IT technician on all computer issues. She and Dan have been married for 10 years and have two children, Erica and Kayla. Her hobbies include camping, fishing, skiing and spending time with her family.

Sally Scott, Service Specialist
Ph: ext 101 email: sallyscott@retirementplanninginc.com

Sally has over 20 years as an administrative assistant working in insurance and banking.  Sally specialized in loan processing and payouts.  She completes all c/a requests and prepares all the booklets and data for year-end reviews.  Her hobbies include reading, travel, spending time with family and following the Tigers.
 
Home        Services        About Us        Our Staff        Contact Us        Related Links
Retirement Planning, Inc. All Rights Reserved.
4467 Cascade Road SE • Suite 4471 • Grand Rapids, MI 49546 • Ph 616.949.7554 • Fax 616.285.0339
Retirement Plan Administration, Third party administrator in West Michigan Grand Rapids Michigan area, Retirement plan administration Greater Grand Rapids Michigan, 401k plan Grand Rapids, 401k plan administration, Affordable third party administrator West Michigan, Pension administration Michigan, 401k plan financial planning Michigan