Established in 1989, Latitude Retirement is a third party retirement plan administration firm located in Plymouth, Indiana (near South Bend, Indiana).  Regional locations include Cincinnati, OH, Columbus, OH, Indianapolis, IN, Charleston, SC, Los Angeles, CA and Phoenix, AZ. We work with financial advisors across the country to provide a quality retirement plan experience for employers and their employees. Our clients range in size from one-person plans to those with hundreds of employees and from professional service corporations to retailers to large manufacturing firms.  

Latitude provides quality retirement plan administration and actuarial service to clients throughout the United States.  We have a staff consisting of actuaries, attorneys, consultants and administrators who are ready to assist you with your retirement plan administration needs. Providing quality retirement plan administration to our clients and their employees is our #1 goal. 

We administer various types of retirement plans that include 401(k), 403(b), 457(b), Profit Sharing, Money Purchase, ESOP, Cash Balance, and Defined Benefit Plans.  Our services include Plan Design and Consulting, Compliance, Communication, as well as Actuarial Services for Defined Benefit/Cash Balance plans.  We assist with contribution processing and submission to the various recordkeeping platforms.  In addition, we assist with your terminated participants in the distribution process.

Latitude Retirement

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Latitude Retirement

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