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Think
   

Your company plays a crucial role in helping your employees achieve a secure and comfortable retirement. At THINK RETIREMENT, LLC, our top priority is to empower you to create a retirement plan that truly delivers on this promise. As a leading provider of retirement plan administration for small and mid-sized companies, we are dedicated to designing solutions that are not only cost-effective but also precisely aligned with the goals of your business and the needs of your employees. Whether you are establishing a new retirement plan or seeking a reliable partner to enhance your current one, we are committed to delivering “best-in-class” services that ensure your plan’s success.

Retirement
      

LLC

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Services

Managing employee retirement plans can be complex and time-consuming. That’s where we come in. We handle the intricate tasks like plan design, compliance testing, and recordkeeping, so you can focus on what you do best—running your business. With our expertise as a third-party administrator, we’ll help ensure your retirement plan meets all regulatory requirements and that your employees are well taken care of.

401k  cash balance plan documents

Plan Documents

The cornerstone of a retirement plan is a well-drafted legal plan document.  We take a detailed and pro-active approach to designing your plan.   We help ensure you create and manage your documents with ease. From initial setup to ongoing maintenance, we've got you covered.   

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Plan Corrections

​Mistakes can happen, and when they do, it’s important to address them correctly. Navigating the requirements of the Employee Plans Compliance Resolution System (EPCRS) can be complex, but we’re here to help. We’ll guide you through the process and identify the best steps to get your plan back on track.

plan compliance

Compliance

Retirement plan compliance is a crucial aspect of any organization's benefits program. It's important to work with a knowledgeable retirement plan professional like Think Retirement to help ensure that your plan is in compliance and operating effectively with all applicable laws and regulations of the Employee Retirement Income Security Act (ERISA). 

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Cash Balance/Defined Benefit Services

Cash Balance and Defined Benefit plans are powerful tools for boosting your retirement savings and attracting top talent to your organization. With our expertise and meticulous attention to detail, you can rely on us to help you make informed decisions and maximize your retirement benefits.

401k plans

401k Services

401(k) administration services are vital for businesses looking to offer valuable retirement benefits to their employees. With our support, we help  ensure that your employees’ retirement plans are managed with the utmost efficiency and care.

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Plan Termination

Terminating a retirement plan, whether it’s a 401(k) or a Cash Balance/Defined Benefit Plan, requires careful adherence to legal requirements and regulations. This process involves notifying plan participants and beneficiaries, distributing plan assets, and filing the necessary paperwork with the IRS and/or PBGC. We’re here to guide you through each step, helping ensure that all requirements are met seamlessly.

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About Think Retirement

Our Mission

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At Think Retirement, our mission is to empower our clients with innovative and tailored retirement solutions that secure their financial future. We are dedicated to delivering excellence through personalized, strategic planning, and unwavering commitment to each client's unique goals and needs.

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Our Values

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  • Integrity: We uphold the highest standards of honesty and transparency in every interaction, ensuring that our clients' interests are always our top priority.  

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  • Excellence: We are dedicated to excellence in everything we do, from the solutions we offer to the service we provide. Our team is constantly evolving to stay ahead in the ever-changing retirement landscape. 

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  • Industry Knowledge: With a deep knowledge base of the retirement industry, we offer insights and strategies that empower our clients to make informed decisions about their future.​

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​​Why Choose Us?

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At THINK RETIREMENT, we believe that retirement planning goes beyond mere numbers; it’s about crafting a future that truly aligns with your business goals and employees dreams. We merge our industry expertise with a personalized approach, helping ensure that every plan reflects the unique circumstances of each individual.

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What sets us apart is our commitment to providing dedicated retirement plan specialists who not only manage the details but also grasp the intricacies of your business and specific financial needs. We pride ourselves on clear communication, ensuring that both clients and their advisors fully understand the process and decisions involved.

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While many in the industry have shifted towards specialized roles or even outsourcing overseas, we remain devoted to building meaningful relationships and offering tailored solutions that put your interests first. With THINK RETIREMENT, you can trust that you have a partner who truly understands and prioritizes your retirement journey.

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Contact Us

P.O. Box 5

Oconomowoc, WI 53066

262.315.6739

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Thanks for contacting us, we will contact you as soon as possible.

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