S
Squire Retirement Plan Services, Inc
United States
Founded in
1991 (35 Years)
Founded
Last online: No recent activity
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Security Information
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Company Information
Get to know Squire Retirement Plan Services, Inc
Company Information
Get to know Squire Retirement Plan Services, Inc
Squire Retirement Plan Services, Inc. operates as the third-party administration (TPA) arm of Squire & Company, PC, a full-service accounting and advisory firm founded in 1973. It specializes in designing, implementing, and administering a wide range of retirement plans, including 401(k), 403(b), and profit-sharing plans. The company focuses on ensuring plans are customized to meet specific business objectives while maintaining compliance with ERISA and other regulatory requirements. It works closely with its affiliate, Squire Wealth Advisors (an SEC-registered investment advisor), to provide a holistic retirement solution that covers plan administration, compliance testing, reporting, and investment advisory services for plan sponsors.
Industry
- Financial Financial AdvisementPRIMARY
- Financial Other Service
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