ACCESS RETIREMENT SERVICES LLC

  • Financial Services
  • Hendersonville TN
  • 12 employees
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Company Overview

Headquarters
190D Saundersville Road, Suite 4004, Hendersonville, TN 37075
Website
accessretirement.com
Email
Phone
(615) 309-9900
Employees
12
Founded in
1997
Industry
Financial Services
NAICS Codes
52 - Finance and Insurance
525 - Funds, Trusts, and Other Financial Vehicles
5251 - Insurance and Employee Benefit Funds
52511 - Pension Funds
525110 - Pension Funds
SIC Codes
63 - Insurance Carriers
637 - Pension, Health, and Welfare Funds
Company Culture
Dedicated
Proactive
Experienced
Client-first approach
More Details

Financials & Stats

Revenue

$4B

Competitive Advantages

20+ years of experience
Independent and objective consultations
Full-service retirement plan design and administration
Expertise in compliance and IRS/DOL negotiations
More Financials

Recent News & Media

Third Party Administrator TPA Nashville, TN

  • Apr 4, 2019
  • accessretirement.com

Third Party Administrator TPA Nashville, TN

  • Apr 4, 2019
  • accessretirement.com

Third Party Administrator TPA Nashville, TN

  • Apr 4, 2019
  • accessretirement.com

Third Party Administrator TPA Nashville, TN

  • Apr 4, 2019
  • accessretirement.com

Third Party Administrator TPA Nashville, TN | Access Retirement Services LLC

  • Apr 4, 2019
  • accessretirement.com

Pre-approved DC Plans

  • Oct 2, 2017
  • irs.gov

Who is ACCESS RETIREMENT SERVICES LLC

Access Retirement Services, LLC, established in 1997, specializes in providing retirement plan consulting and administrative services. The company is located in Hendersonville, TN, with an address at 190D Saundersville Road, Suite 4004, Hendersonville, TN 37075. Access Retirement Services, LLC offers its services to clients in the finance, healthcare, education, and manufacturing industries. The company provides a range of services, including plan consulting, plan design, in-house recordkeeping, IRS/DOL negotiations, compliance testing, and governmental tax reporting. Access Retirement Services, LLC's team includes Kaye Steele, the President; Logan Steele, the Vice President; Kim Hassell, the Director of Operations; Melinda Wolowicz, the Director of Compliance; Valerie Steele, the Director of Client Services; Lorena Mabe, the Client Services Manager; Rosemary C. Raymer, the Compliance Analyst; Aaron Cox, the Senior Consultant; Karen Wood, the Accountant; Linda Hilton, the Human Resources Manager; and Michelle Chapman, the Marketing Director. Access Retirement Services, LLC has over 20 years of experience in the industry. A key advantage of the company is its independent and objective consultations. The company does not manage assets or collect commissions, ensuring unbiased advice. Access Retirement Services, LLC provides full-service retirement plan design and administration, and has expertise in compliance and IRS/DOL negotiations. The company's values and culture are centered around being dedicated, proactive, experienced, and client-focused. The company's phone numbers are 16153099900 and (615) 309-9900. The company's email addresses include [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], and [email protected].

ACCESS RETIREMENT SERVICES LLC Industry Tags

Medical Practices
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ACCESS RETIREMENT SERVICES LLC Tech Stack

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FAQ

What is the location of ACCESS RETIREMENT SERVICES LLC's headquarters?
The headquarters of ACCESS RETIREMENT SERVICES LLC are situated at 190d Saundersville Rd 4004, Hendersonville TN
What is ACCESS RETIREMENT SERVICES LLC's phone number?
ACCESS RETIREMENT SERVICES LLC's contact number is (615) 309-9900.
What is ACCESS RETIREMENT SERVICES LLC's official website?
The official website of ACCESS RETIREMENT SERVICES LLC can be found at accessretirement.com.
What is ACCESS RETIREMENT SERVICES LLC's current revenue?
As of July 2023, ACCESS RETIREMENT SERVICES LLC's annual revenue reached $4B.
How many employees does ACCESS RETIREMENT SERVICES LLC currently have?
ACCESS RETIREMENT SERVICES LLC employs approximately 12+ people as of July 2023
Which industries is ACCESS RETIREMENT SERVICES LLC primarily operating in?
ACCESS RETIREMENT SERVICES LLC operates in the following industries: Credit, Finance
What are ACCESS RETIREMENT SERVICES LLC's industry tags?
ACCESS RETIREMENT SERVICES LLC's industry tags include: Medical Practices
When was ACCESS RETIREMENT SERVICES LLC founded?
ACCESS RETIREMENT SERVICES LLC was founded in 1997.

Employee Directory

Access Retirement Services, LLC, established in 1997, provides expert retirement plan consulting and administrative services. They offer plan consulting, design, in-house recordkeeping, IRS/DOL negotiations, compliance testing, and governmental tax reporting. The company is independent and does not manage assets or collect commissions, ensuring objective consultations.

Key Employees

Kaye Steele

President

Phone Email

Valerie Steele

Financial Support Analyst

Phone Email

Logan Steele

Vice President

Phone Email

Aaron Cox

Senior Consultant

Phone Email

Lorena Mabe

Client Services Manager

Phone Email

Karen Wood

Accountant

Phone Email

Linda Hilton

Human Resources Manager

Phone Email