Successful retirement planning takes education, experience and time. Retirement Service Group, Inc. is successful in helping business owners design and maintain a qualified plan that satisfies their business needs and retirement goals. Ask us about
As an independent third party administration services firm, we partner with several investment companies and financial advisor firms with their established client solutions so you receive the support and services desired.
Retirement Service Group, Inc. consult with business owners, financial advisors and CPAs to ensure the customized employer sponsored retirement plan is an added benefit for the business. We are a "forward-thinking" TPA, we always look for opportunities to increase your retirement savings while helping you maintain IRS compliant in all aspects of your plan administration.
Every successful retirement plan begins with a flexible plan design and strong client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can assist and help you realize your financial dreams with a qualified retirement plan.
Eileen is President of Retirement Service Group, Inc. Eileen will ensure your plan operates smoothly and is happy to assist with all of your administrative needs. She is a member of the NIPA Orange County Chapter and maintains her ERPA certification. Some of Eileen's clients have been under her administration and care for over a decade.
Ashley began her career in qualified plan administration July 2011 while in college at Chico State. She is currently an Accredited Pension Administrator and maintains up to date on all IRS compliance in order to facilitate outstanding administrative services for our clients. Ashley's diligence and attention to detail helps Retirement Service Group, Inc. maintain balance and organization with every plan.
Victoria began her career in marketing and sales after obtaining her bachelor of arts degree from CSU Fullerton. With over a decade of experience marketing qualified retirement plans plus 20 years in banking and advertising, Victoria finds the simplest way to introduce and establish retirement plans for business owners, financial advisors and accountants. Contact Victoria when you want a tax-advantaged solution, retirement plan options or to review your current plan.
Suzanne is a Qualified 401(k) Administrator with 10 years of experience providing administrative services for qualified plans and Section 125 plans. She earned a bachelor’s degree in Business Administration - Human Resources from Cal State University, Fresno. Suzanne’s committed to providing excellent customer service to help Retirement Service Group, Inc. maintain our valued relationships with all clients.
Manny is our dedicated administrative assistant who is also bilingual. He organizes client data for administration purposes, completes plan set-up, and assists with loans/distributions for over 300 clients. Manny’s background and 13 years of experience in management and procurement helps him juggle all aspects of supporting our administrative team.
Alexander assists with both administration and marketing departments. He has a number of responsibilities among them are creating proposals, plan design, census review and compliance preparation. With his bachelor of science degree in Business Administration, he may be our first “double-duty” employee offering both sales and administration services.
After graduating from University of California, Irvine, with a bachelor’s degree in Mathematics, Chanel accepted the role of administrative assistant at RSG. Chanel focuses on analyzing each clients’ trust accounting and ensures that all plans pass compliance testing requirements. Chanel is continuously learning to sharpen up her qualified administration skills.
We love our clients, so feel free to schedule a visit.
158 North Glassell Street, Suite 206, Orange, California 92866, U.S.A.
Mon | 08:00 am – 04:30 pm | |
Tue | 08:00 am – 04:30 pm | |
Wed | 08:00 am – 04:30 pm | |
Thu | 08:00 am – 04:30 pm | |
Fri | 08:00 am – 04:00 pm | |
Sat | Closed | |
Sun | Closed |
Eileen A. Gaspar egaspar@rsgplans.com
Ashley Athaide aathaide@rsgplans.com
Victoria M. Buckels vbuckels@rsgplans.com
Suzanne Romero sromero@rsgplans.com
Manuel Vazquez mvazquez@rsgplans.com
Alexander Barrientos abarrientos@rsgplans.com
Chanel Allen callen@rsgplans.com
Support Desk support@rsgplans.com
Retirement Service Group, Inc. 2021 - All Rights Reserved.
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