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Jordan & Associates Retirement Services

Dedicated to meeting the needs of our clients

ADVISORS

High quality solutions require a partner whose business is retirement. Jordan & Associates can help you as the Financial Advisor, CPA or Attorney to design a plan that meets the specific benefits and needs of each client.

EMPLOYERS

Our clients include all types of businesses, including corporations, self-employed individuals, partnerships and non-profit organizations. A good retirement plan requires careful thought and planning. Jordan & Associates will design a plan to meet your unique business model and goals.

EMPLOYEES

Jordan & Associates will prepare participant statements and other participant related disclosures that Plan Sponsors must provide under Department of Labor and IRS regulations. In addition, we offer employee/participant communication services upon Employer request and we can also provide participant enrollment meeting services on location.

THE JORDAN & ASSOCIATES ADVANTAGE

Dedicated professionals offering superior service. 

  • Jordan & Associates Retirement Services has been taking care of the firm’s retirement plan needs for over a decade. The level of service, knowledge and helpfulness has been, and continues to be, of the highest level.  The retirement plan world is an ever changing and increasingly complex one, and it is comforting to know that we are in good hands. They are simply the best.

    Richard W. Abbey—Abbey , Weitzenberg, Warren & Emery 
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