OUR PHILOSOPHY
Jordan & Associates Retirement Services has been in business for more than 40 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.
THE JORDAN & ASSOCIATES DIFFERENCE
We are prepared to earn your trust. Added together—credentials, experience and expertise equal reliability.
TECHNICAL EXPERTISE
From the initial consultation to preparation of all plan documents and participant disclosures.
DEDICATED TO MEETING YOUR NEEDS
For the design and installation of your plan to the annual ongoing administration.
WE OFFER LONGEVITY
Working with clients since 1978, we are an established and growing company. We value continuity.
PART OF A COMMUNITY
We will answer your questions and find a creative approach to accomplish what you want. We are part of your community!
TESTIMONIAL
I wanted to share with you the rave reviews from Ann about how responsive and attentive you have been since taking over their plan. We really appreciate you being able to step in and take such good care of our mutual client. It means a lot to them and us as well.
Lee Henley—Karp Capital Management
