Introducing Simpkins Retirement Plan Exchange

A cost-effective, simplified approach to retirement planning. Scroll down to watch a video for investment professionals about our exciting new retirement plan product.

Retirement Plus Planning!

At Simpkins & Associates, we've combined our award winning, nationally recognized Retirement and Cafeteria plan solutions with the latest technologies to become an industry leader in retirement plan administration.

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With our Plan Sponsor portal, access a host of retirement plan materials and administrative functionality anytime, day or night!

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Purchase Erisa Bonds

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A video for investment professionals

Introducing Simpkins Retirement Plan Exchange!

A retirement plan solution for small businesses offering:

  • Outsourced fiduciary liability to the greatest extent allowed by law
  • Reduced administrative burden for business owners
  • Transfer of certain risks from principal
  • Potential cost savings in operating and maintaining the plan
  • Access to a team of compliance and plan management experts
  • Your choice of investment professional
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