WHAT WE DO
Comprehensive Retirement Plan Administration & Consulting
Independent third-party administration (TPA) services designed to keep your retirement plan compliant, efficient, and aligned with your business goals.
OUR SEVICES
Specialized Expertise in Qualified Retirement Plans
Rimkus, Marciano & Associates, Inc. specializes exclusively in the design, administration, and compliance of qualified retirement plans. We partner with plan sponsors, financial advisors, and investment providers to ensure every plan operates smoothly and in full accordance with regulatory requirements.
Every organization is different. Your retirement plan should be too.
We work closely with business owners, CPAs, and financial professionals to design customized retirement plans that balance tax efficiency, employee benefits, and long-term financial strategy.
SERVICES INCLUDE
- New plan design and implementation
- Owner-focused contribution strategies
- Mergers, acquisitions, and plan transitions
- Plan comparisons — 401(k), Profit Sharing, Defined Benefit, Cash Balance
- Plan amendments and restatements
Accuracy, compliance, and proactive support — every step of the cycle.
We provide ongoing administration for defined contribution plans, working directly with recordkeepers and custodians to ensure smooth coordination and reporting.
SERVICES INCLUDE
- Contribution calculations
- Employer contribution allocations
- Government reporting and Form 5500 preparation
- Required notices and disclosures
- Annual compliance testing (ADP/ACP, Top Heavy, Coverage)
- Participant distribution and loan processing
- Plan document maintenance
Higher contribution limits. Advanced retirement planning strategies.
For businesses seeking higher contribution limits and advanced retirement planning strategies, defined benefit and cash balance plans can offer significant advantages. We help clients understand funding requirements while maximizing plan benefits.
SERVICES INCLUDE
- Plan design and actuarial calculations
- Required minimum funding compliance
- Government filings and certifications
- Annual funding calculations
- PBGC reporting (when applicable)
- Plan termination assistance
Minimize risk. Protect fiduciaries.
Retirement plans operate in a highly regulated environment. Our team monitors legislative changes and regulatory updates to ensure plans remain compliant — protecting both the plan and its fiduciaries.
SERVICES INCLUDE
- Annual nondiscrimination testing
- Form 5500 preparation and filing
- Audit support
- Top Heavy determinations
- IRS and DOL correction assistance
- Required amendments and restatements
Coordination across recordkeepers, custodians, and investment providers.
Through our alliances with leading recordkeepers and investment providers, we support daily valuation platforms and trust accounting functions — ensuring administrative accuracy across all plan components.
SERVICES INCLUDE
- Coordination with recordkeepers
- Payroll file integration
- Transaction processing oversight
- Trust reconciliation
- Data import and validation
View our strategic alliances with leading recordkeepers and investment providers.
WHO WE SERVE
A Diverse Range of Organizations & Professionals
From business owners to financial advisors, we serve clients across industries with the same commitment to expertise and personalized service.
WHY CHOOSE US
Why Choose Rimkus, Marciano & Associates?
We focus exclusively on retirement plan administration, allowing us to deliver specialized expertise and dependable service to every client we serve.
- Independent Third-Party Administrator
No financial affiliations. Our advice is always in your best interest. - Credentialed Professionals
QKA, QPA, EA, and MBA designations across our staff. - Long-Term Client Relationships
Many of our clients have been with us for 20+ years.
- Decades of Combined Industry Experience
Serving plan sponsors and financial professionals since 1984. - Personalized Client Service
Dedicated consultants who know your plan and your business. - Collaborative Approach
We work seamlessly with advisors, providers, and CPAs.
GET STARTED
Let's Build a Plan That Works for You
Whether you are establishing a new retirement plan or looking to improve administration of an existing one, our experienced team is ready to help.