Opis Retirement Consulting, Inc. ®


Opis Retirement Consultants, Inc.® provides retirement plan consulting services on a time and charges basis to individuals, sole-proprietorships, partnerships and corporations (private and public domiciled in the United States of America), LLCs and LLPs. Its services include the custom design, implementation, annual third party administration and termination and dissolution of:

  • Individual Retirement Accounts
  • Simplified Employee Plans
  • 401(k) Profit Sharing Plans
  • Profit Sharing Plans [non-401(k)]
  • Defined Benefit Pension Plans
  • Deferred Compensation Plans
  • Supplemental Income Plans

We believe our services are unique in that we customize plans to suit our client’s specific business and personal needs and we proactively provide annual estimates during the year so our clients can:

  • Anticipate contributions and any changes
  • Observe the impact of changes in employees on plan costs
  • Observe the impact of legislative changes
  • Make responsive changes to the plan timely

If you are interested in learning more about these services, please click here.


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