Jordan & Associates Retirement Services has been in business for more than 35 years, and during that time, we've never changed our focus or philosophy. Our goal is nothing less than superior personal service.
We are an independent firm that will work closely with your financial, tax, legal and payroll service providers, but we have no financial affiliation with any other company or institution. That means you can count on us to have your best interest at the heart of everything we do.
We will assign a consultant, an administrator and one or more administrator’s assistants to each plan we manage, and our clients have access to two in-house enrolled actuaries. Very few Third Party Administration firms employ in-house actuaries like we do, thus allowing us to provide a superior level of service. Other experienced Jordan & Associates administrators and assistants are always available to provide back-up support whenever needed.
Because administration of retirement plans is highly technical, we support our in-house actuaries and staff of professionals through continuing education. Each team member is trained in the law and regulations that govern qualified retirement plans. With their combined training and experience, any one of our staff can help answer your questions.
We want to serve you by designing, administering and consulting with you on the best possible retirement plan. Let us show you that it is possible to provide an increasing level of care and service in a retirement plan industry that is always evolving.