Liberty Retirement
Retirement Plan Consulting & Administration for Your Business
What We Offer
Liberty Retirement (formerly Shore Tompkins Actuarial Resources) is a leader in the design and administration of all major types of retirement and pension plans, including 401k, 403b, and Cash Balance plans
Retirement Plan Consulting
Whether you are setting up a new retirement plan or trying to optimize an existing plan, we can help you find the best option for your business and employees that maximizes your savings.
Retirement Plan Implementation
Our retirement plan experts help make the implementation process easy from start to finish, taking time to learn about your unique goals and creating a personalized retirement plan for your business.
Retirement Plan Administration
We handle annual administrative work for your plan, including calculating contribution amounts, performing compliance tests, preparing plan notices, & more. Plus our knowledgeable and friendly consultants are here to support you throughout the year.
Why Liberty Retirement?
Professional, Experienced Consultants
- Our consultants average over 20 years of professional service in the retirement plan business
- Each of our professionals spends at least 25 hours per year in formal, continuing professional education
Tailored Solutions
- We consider the owner's cost objectives along with the company's financial history, employee details, tenure, compensation, and other unique factors.
- We utilize creative plan designs with varying benefit formulas for the owners and other classes of employees
Timely, Personalized Service
- You have a dedicated retirement-plan professional who knows your plan and its goals inside and out.
- Your dedicated professional transforms complex rules into easily-understood guidance and responds swiftly to your emails and phone calls.
Find Out Which Retirement Plan is Best for Your Business
401(k)
403(b)
Profit Sharing
Cash Balance
Pension Plans
About Liberty Retirement
Liberty Retirement (formerly Shore Tompkins Actuarial Resources) is a leader in the design and administration of all major types of retirement and pension plans, including 401k, 403b, and Cash Balance plans. But that’s only part of what we do.
Whether you’re a Plan Sponsor or a Financial Advisor, we help you make smart decisions by clarifying your options. Listening to you and understanding your goals is our first priority, because it’s essential to developing the flexible, long-term solutions you need.
Keeping you informed is a key part of our job. Changes in laws or methodologies can affect retirement plans greatly. We communicate these changes quickly and clearly to our clients, helping them make smart, strategic decisions.
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Why Liberty?
Liberty has consistently been recognized as one of the most dynamic, fastest growing companies as well as one of the best places to work in the insurance industry, including being recognized as the #1 Fastest Growing Privately Held Insurance Broker in the U.S. over the past four years by the Hales Report.
Liberty is not your typical insurance broker: We are a culture-first organization, and believe “If you put people first, good business will follow.” Our goal is to clear the path of political and administrative distractions so our valued team of creators can focus on their Highest And Best Use (HABU), which is what they love to do, what they do best, and therefore, is best for all of us.
