Northwest Retirement Plans, Inc.

Northwest Retirement Plans is a third party administrator for qualified retirement plans offered by employers. The firm administers 401(k), 403(b), safe harbor 401(k), profit sharing, money purchase, new comparability, cash balance and defined benefit plans, working with business and professional firms of all types and sizes.

Services run from an initial no-obligation meeting, often with the client's accountant, investment adviser or attorney, through plan design, document preparation and IRS approval filings when needed. The firm also handles participant records, annual statements, vested benefit calculations, forms 1099-R and the annual Form 5500. Fees are quoted before any commitment, and additional work is billed hourly. The office is at Hillcrest Park Drive in Medford, Oregon.