Business Details
Your Trusted Partner for Retirement Plan Solutions
Shore Tompkins is a leader in designing and administering retirement and pension plans, specializing in 401k, 403b, and Cash Balance plans. Our consultants average over 20 years of experience, providing tailored solutions that align with clients' unique goals. We partner with investment advisors and leading firms to deliver best-of-class retirement strategies. Our commitment to ongoing education and memberships in prestigious organizations like the American Academy of Actuaries ensures high standards of service. We prioritize proactive communication, translating complex technical details into actionable insights.With a focus on compliance and strategic planning, we help employers and financial advisors navigate evolving regulations. Our dedication to client satisfaction is reflected in the 98% satisfaction rate reported by our clients. We offer personalized support, ensuring timely responses to inquiries and customized plan designs. Our services include actuarial calculations, compliance testing, and administrative support, streamlining the retirement plan process. Through continuous innovation and client-centric approaches, we aim to empower businesses and individuals in achieving their retirement objectives.
Services
Retirement Plan Consulting
Cash Balance Plans
Defined Benefit Plans
401k Administration
Profit Sharing Plans
403b Plans
Actuarial Services
Compliance Testing
Plan Design
TPA Partnerships
Highlights and features
- We offer over 20 years of specialized experience in retirement plan consulting.
- Our solutions are tailored to meet unique employer and employee needs.
- We provide proactive, personalized service with timely communication.
- Our team holds memberships in leading actuarial and pension organizations.
- 98% of clients report extreme satisfaction with our strategic advice.
Associations and certifications
- American Academy of Actuaries (AAA)
- Society of Actuaries (SOA)
- American Society of Pension Professionals and Actuaries (ASPPA)
What people say
Extremely satisfied
Proactive service
Expert advice
Tailored solutions
Highly recommend
Services
Retirement Plan Consulting
Our Retirement Plan Consulting service helps employers and financial advisors design and optimize retirement solutions tailored to their specific needs. We analyze company demographics, financial goals, and compliance requirements to recommend plans that maximize benefits for both employers and employees. With expertise in all major plan types, we ensure strategic alignment with long-term objectives.
Cash Balance Plans
Cash Balance Plans combine the benefits of defined benefit and defined contribution plans, offering predictable retirement income with flexibility. We specialize in designing and administering these plans, which allow higher contributions for business owners while maintaining fairness for employees. Our team handles actuarial calculations, compliance, and annual administration to ensure seamless operation.
Defined Benefit Plans
Defined Benefit Plans provide guaranteed retirement benefits based on salary history and years of service. We assist in structuring these plans to meet employer goals, including maximizing tax deductions and ensuring compliance with regulatory standards. Our services include actuarial valuations, funding calculations, and ongoing administrative support to maintain plan integrity.
401k Administration
Our 401k Administration service supports employers in managing defined contribution plans, ensuring compliance with IRS regulations and fiduciary responsibilities. We handle plan setup, annual testing, participant communications, and reporting requirements. By streamlining administrative tasks, we help businesses focus on growth while providing employees with effective retirement savings options.
TPA Partnerships
We partner with TPA firms to provide actuarial expertise for cash balance and defined benefit plans. Our services include plan design, feasibility assessments, compliance testing, and annual administration. By collaborating with TPAs, we help expand their service offerings and deliver comprehensive retirement solutions to clients, enhancing client retention and satisfaction.
People
Neil M. Shore
Partner
Neil Shore is a credentialed actuarial professional with decades of experience in retirement plan design and administration. He specializes in helping employers and advisors navigate complex pension regulations while delivering tailored solutions that align with business goals.
Kathy J. Tompkins
Partner
Kathy Tompkins brings extensive expertise in retirement planning, focusing on client education and strategic consulting. She works closely with financial advisors and TPAs to develop innovative plan designs that meet evolving regulatory and business needs.
Andrew Slezak
Director of Cash Balance Services
Andrew Slezak specializes in cash balance plan design and implementation, assisting TPAs and employers in leveraging these plans for competitive advantage. His focus is on maximizing client benefits while ensuring compliance and operational efficiency.
Mark W. Fanning
Director of 401k Services
Mark Fanning oversees 401k plan administration and consulting, providing expertise in compliance testing, plan design, and fiduciary support. He helps employers optimize retirement offerings while maintaining regulatory adherence.
Questions
What types of retirement plans do you specialize in?
We specialize in 401k, 403b, Cash Balance, Defined Benefit, and Profit Sharing plans, offering tailored solutions for employers and financial advisors.
How do you tailor retirement plans to specific business needs?
We analyze company demographics, financial goals, and compliance requirements to design plans that balance employer objectives with employee benefits.
Do you provide compliance and administrative support?
Yes, we handle compliance testing, actuarial calculations, annual reporting, and ongoing administration for all major retirement plan types.
Can you assist financial advisors with retirement plan services?
We partner with financial advisors to offer plan design, compliance support, and educational resources, enhancing their ability to serve clients.
What sets Shore Tompkins apart from other actuarial firms?
Our focus on personalized service, deep expertise, and proactive communication ensures tailored solutions that align with client goals and regulatory standards.
