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Advanced Retirement Consultants
ADVANCED RETIREMENT CONSULTANTS is a premier provider of quality retirement and consulting, design and administration services. Our professional team offers many years of technical expertise and practical experience (in excess of 65 collective years) in all aspects of qualified plans. Our principals, Kurt Cox, QPA, and Nancy Clark-Smith, QKA, have been affiliated together since the early 1990′s.
We are dedicated to providing industry leadership, innovative technology and friendly service. Our commitment to Continuing Professional Education enables us to create and maintain your plan on the leading edge of plan design opportunity and in compliance with all governmental regulations. We participate in numerous conferences from the following affiliations:
  • American Society of Pension Professionals and Actuaries (ASPPA)
  • Western Pension & Benefits Conference (WP&BC)

The professional plan document and administration software and IT systems vendors we utilize are recognized leaders:

  • ASC Defined Contribution / 401(K) Administrattion
  • Datair Retire Docs/
  • Plan Document System
  • Pension Reporter 5500 System
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