About Us

WHO WE ARE

Professional third party administrator (TPA) for employer sponsored, tax-qualified retirement plans. 


OUR APPROACH


WE ARE HOLDING STRONG TO GOOD OLD FASHIONED CUSTOMER SERVICE


We specialize in providing third party administration services for  small to mid-size businesses relating to employer sponsored, tax-qualified, retirement plans. These plans include, defined  contribution plans (traditional 401k, safe harbor 401k, profit sharing & money purchase), defined benefit plans (traditional, cash balance), or a combination of the two.


We work closely with the  business owner, the CPA, and the financial representative, to determine the proper plan design that will best fit the company's situation and objectives. Every company's demographics and financial situation is  unique, and we pride ourselves on the fact that we take the time to figure out what type of plan will best fit for a given situation.


Once a plan is established, we provide ongoing administration to keep the plan in compliance with the regulations that govern such plans. These ongoing services include, but are not limited to:


  • Calculation of contribution amounts
  • Performing non-discrimination testing
  • Record keeping for trustee directed pooled accounts
  • Distribution/Loan processing
  • Preparation of Form 5500
  • Electronic submission of Form 5500

Meet the Principles

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William K. Raymond (Bill)

William K. Raymond (Bill), has been working with  tax-qualified plans since 2003.  You will appreciate his thoroughness  and attention to detail.  If you are lucky, and get him comfortable  enough, you may get to enjoy his witty sense of humor.  His primary  responsibility is to oversee that all the ongoing administration gets  completed accurately and timely.  Additionally, he manages the  organization of the company. about your business here.


 Bill is an Accredited Pension Administrator (APA) through the National  Institute of Pension Administrators (NIPA).  He has completed a Bachelor of Science in Accounting degree through Brigham Young University.  He  is also a registered CPA. 


 Bill lives in Mesa, AZ with his family.


 

bill@raymondcompany.net 

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Timothy K. Raymond (Tim)

 Timothy K. Raymond (Tim), has been working with  tax-qualified plans since 1999.  You will enjoy his pleasant disposition  and professional service.  His primary responsibility is to develop new  business for the firm. Additionally, he manages the ongoing  administration for several clients.

Tim is an Accredited Pension  Administrator (APA) through the National Institute of Pension  Administrators (NIPA).  He has a Bachelor of Science in Business  Administration degree through the University of Phoenix, as well as a  Masters of Administration - Leadership degree through Northern Arizona  University.


Tim lives in Gilbert, AZ with his family.


tim@raymondcompany.net