Please complete the brief form below. After submitting, you will receive an email from DocuSign containing an ACH Authorization agreement for signature. You can provide your bank information securely using the DocuSign form, and you’ll just need to sign and submit to finalize your ACH authorization request. If you have any questions, please contact us at 888.388.8627 or email invoices@accessretirementsolutions.com.
Access Retirement Solutions was founded in 2020 by Heath Miller and Michael Halloran with a sole focus on delivering affordable, best-in-class retirement plan solutions to employers and empowering employees to achieve financial security. Access Retirement Solutions understands the concerns that come along with offering retirement plans – high fees, hidden costs, legal risk, administrative headaches and conflicts of interests – to name a few.
When the SECURE Act passed in December 2019, they wanted to take action – providing access to a meaningful retirement plan benefit to employers of all sizes designed to meet their unique needs in a simple, low-cost, transparent approach.
Gone are the days when employers lacked options when it came to providing quality retirement plan benefits to their employees – now there’s ACCESS.
@ 2024 by Access Retirement Solutions.
All advisory services offered through Access Fiduciary Services, LLC a Massachusetts registered investment advisor. Access Retirement Solutions sells subscriptions to the Access PEP that is sponsored by Access Plans, LLC an affiliated entity. Access Plans, LLC has designated Access Fiduciary Services, LLC as the plan fiduciary responsible for providing investment advisory services to the Access PEP. Access Fiduciary Services is an affiliated entity of Access Retirement Solutions and Access Plans, LLC. Employers who enroll in the Access PEP will have no discretion to designate the Plan Sponsor or Fiduciary.
Access Retirement Plans, LLC nor its affiliates receive any compensation from the Access PEP. All compensation for services provided to the Access PEP are charged on a subscription basis to the participating employer.
