The EJReynolds Partnership For Growth

What is the EJReynolds Partnership for Growth?
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EJReynolds – Your Partner In Planning For Your Future And Your Growth

As more retirement plan options are available to advisors, recommending the right TPA to your clients demonstrates your ability to prove you are familiar with the environment and have pre-qualified successfully. We understand that the right TPA can deflect much of the risk associated with an advisor viewed as a fiduciary. This is why at EJReynolds we commit to guiding our partner advisors and their clients through all phases of retirement plan design, takeover, installation and ongoing administration. The way we see it is, if we help you to look good, we look good too.

The right TPA should have Expert Knowledge, Dedicated Service, Great Solutions and lead to growth for you and your clients.

Expertise & Experience

  • Reputable qualified retirement plan expertise for nearly 30 years
  • Diverse professional backgrounds (accounting, human resources, actuarial)
  • Extensive employee accreditations (QPA, ERPA, CPC, QKA, APR)
  • Senior administrators enrolled to practice before the IRS

Service & Dedication

  • One on one quality advisor and client relationships
  • Dedicated and flexible business development staff
  • Bi-Lingual administrators to meet market needs
  • Customized plans designed to fit sponsor goals

Effective & Accurate Solutions

  • Consultative approach ensures successful plans
  • Leading-edge plan design through our specialization
  • Fiduciary solutions and trusted management
  • Advanced technology for proper administration

The Ejreynolds Partnership Ensures

Dedication And Service At All Steps In The Sales, Implementation And Administration Process.

SALESIMPLEMENTATIONADMINISTRATION

Kevin P. Reynolds, CPC, TGPC, QPA, QKA
Enrolled Retirement Plan Agent, President


Cell: (954) 401-1744
Office: (954) 381-7514
kpreynolds@ejreynoldsinc.com


Felicia Potter
Executive Marketing Assistant


Office: (954) 381-7512
fpotter@ejreynoldsinc.com



  • Focus on added-value sales activities for advisors to grow their practice, providing marketing materials that complement their business.

  • Build and maintain strong relationships with advisors by helping them to better understand plan design and administration needs.

  • Run “what if” scenarios based on prospective client census

  • Request and compile proposals from appropriate vendors

  • Support Advisor at prospect and closing meetings.

  • Manage expectations of prospect and advisor personnel.

Mayling Diaz, QKA
Implementation Manager


(954) 438-5473

mdiaz@ejreynoldsinc.com



  • Focus on coordinating all plan installation activities for start-up and takeover plans.

  • Review existing Plan Document and facilitate restatement (if applicable) to ensure document compliance

  • Coordinate the transfer of participant records from prior provider (if applicable)

  • Assist client with setup of payroll submission and automated services.

  • Provide plan communication support, including forms, notices and administrative procedures

  • Assist clients and advisors with participant enrollment process

  • Facilitate the introduction of the dedicated Plan Administrator

Eva J. Reynolds, CLU
Chief Executive Officer
(954) 381-7515
ejreynolds@ejreynoldsinc.com


Leslie Reynolds, QPA
Enrolled Retirement Plan Agent
Executive Vice President
(954) 431-1637
lreynolds@ejreynoldsinc.com


Shari Shendell, QKA
Plan Administrator
(954) 438-6778
sshendell@ejreynoldsinc.com


Jake Taylor
Plan Administrator
(954) 438-7283
jtaylor@ejreynoldsinc.com


Shana Thomas
Plan Administrator
(954) 431-1870
sthomas@ejreynoldsinc.com


Katarina Rajic
Plan Administrator
(954) 431-1844
krajic@ejreynoldsinc.com


Florence Saint-Albin
Plan Administrator
(954) 381-7516
fsaint-albin@ejreynoldsinc.com

A dedicated, experienced plan administrator is assigned to each client:

  • Answer day-to-day administrative questions and issues.
  • Prepare and assist client in filing of Form 5500
  • Perform all Plan related Discrimination Testing and compliance
  • Liaison between client and Investment platform
  • Process ongoing contributions.
  • Process Participant Loans and Distributions
  • Calculate Minimum Required Distributions for those participants
  • Process new enrollments to the plan.
  • Calculate year end employer contributions and discuss allocation scenarios with client
  • Order enrollment kits for clients.
  • Identify and respond to clients’ changing needs and industry trends.
  • Update and support clients on new service and product enhancements.
  • Calculate corrective distributions upon plan testing failures