Illinois
(888) 490-8779

Prosper Retirement Partners is committed to helping business owners in Illinois create and manage a retirement plan structure that best fits their organization. Thanks to the utilization of the latest financial technology, we make plan managing tasks like general administration and record keeping easy. With some of the most intuitive solutions in the market, we can also make providing outstanding retirement plans affordable. 

We offer benefits like flexibility in designing plans, providing professional support, and managing key functions on your behalf. Take a look at what we can do:

Quick & Easy Plan Establishment

Plan set-ups are uncomplicated and fast. Our platform makes the process easy, even if this is your first time designing a plan. Compare our solutions to what others offer, and see for yourself why we are your best option.

Simply Include Payroll Data

Whether you have a partner managing the payroll or do it yourself, you'll find that adding your data to our platform is easy. Staying on top of all your 401(k) retirement data, won't take much of your time and will be effortlessly synchronized.

Institutional Investment Options

There's not a more intuitive investment platform to be found. You'll find everything from mutual funds to CITs, Institutional share classes, and ETFs are waiting for your consideration; saving money while your assets aggressively aggregate.

Fiduciary Indemnification

Compliance with ERISA is vital. We take on the task of ensuring that your plan remains in full compliance. When it comes to providing fiduciary protection for our Illinois clients, no one can compare to what we offer, due to our experience in the industry.

Understanding The Prosper Retirement Solution

re-imagined-retirement-plan-provider
THE BEST IN PLAN DESIGN

Designing a retirement plan doesn't have to be hard. Let us help. We provide aid in navigating through all the essentials, including eligibility requirements for plan participants, automatic employee census data entry, and procedures for participating in profit sharing, safe harbor, or plan contribution schedules. We'll continuously help you come up with the right approach.

ADMIN & COMPLIANCE SUPPORT

Our suggestions for plan design aim at making administration as simple as possible. At the same time, we ensure that the plan is in full compliance with current SEC, IRS, and state regulations. All federal regulations are met too. As a reputable 3(16) Fiduciary Administrator, you can trust us to keep the plan in perfect order. 

EXPERT INVESTMENT ADVICE

Thanks to our formal arrangement with Fi401k Advisors, you always have access to award winning investment advisors. Tell us what your comfort level with risk is, and we'll ensure you receive suggestions for investments that are in line with those expectations. 

STEADY FLOW OF COMMUNICATION

Notices and disclosures are required to be delivered to plan participants on a quarterly basis. Our team ensures that Illinois employers are aware of pending changes or notifications, then communicates to employees without fail. We work closely with you ensuring all tax filings are made on time, and by managing the annual non-discrimination testing, informing you of the outcome.

efficient-retirement-plans
© 2023 Prosper Retirement Partners, LLC
Principal Offices: California, Texas and New York