Who We Are

Since 1995 Peak Retirement Group, LLC has been providing consulting and third party administration services for 401(k), Profit Sharing, Cash Balance and Defined Benefit Plans. With clients ranging from 1 to 25,000 participants, our staff of actuaries and administrators is always available to provide personal attention to our clients specific needs (no matter how big or small).

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Plan Administration

We assist our clients in all aspects of their Plans from design, contribution calculations, distributions, loans, plan termination and everything else in between.

Compliance Testing

We keep abreast of all the regulation changes made by the IRS and keep your Plan & Plan Document compliant, as well as complete all regulatory testing (ADP, Top Heavy, etc) & complete yearly filing requirements (5500, 1099, etc.)

Easy Access

Our staff is always available to assist you in any way possible, and make it as easy to understand. Both defined contribution and defined benefit plans can be overwhelming, but it doesn't have to be!