Correll Co

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Correll Co




Since 1974, we have specialized in the design, management, and administration of company retirement plans. We provide the services necessary to make your plan a success.


The administration and care of 401(k) and profit sharing plans is more than just producing numbers and reports. It’s also about understanding the needs of our client and how a retirement program can be tailored to exactly fit those needs. That is why at Correll Co., relationships matter. All of our clients have a dedicated retirement plan specialist assigned to them for their day-to-day administrative needs. Your specialist will be knowledgeable in all aspects of your Plan and have at least 5 years experience in the retirement field. He or she will be in pursuit of or already possess certified credentials from the American Society of Pension Professionals and Actuaries. Some of our specialists have been working with the same clients for over 15 years. We are confident that you will find our attentive and personalized service to be standard operating procedure at Correll Co.

Take advantage of our expertise and technology. We offer open architecture platform trading with access to over 12,000 investment funds, including mutual funds, exchange-traded funds, common collective funds and more. We are also known for handling specialty investments, such as REITs, stable value funds and public and closely-held stock. We do not sponsor or work for any fund company, so you and your advisor will not be forced to use any investment that you don’t want to use. Most importantly, any and all revenue collected from the fund companies is disclosed, 90% of which is returned to the Plan in the form of a rebate against the service fees.

Correll Co. offers a complete array of services to public companies, closely-held businesses, not-for-profit organizations and governmental units. Whether you are looking for a complete bundled arrangement or are just in need of year-end compliance testing and 5500 preparation for your individual account Plan, we can help. Our services include:

  • Daily Valuation Recordkeeping
  • Participant and Sponsor Web Portals
  • Compliance testing
  • IRS Form 5500 preparation
  • Distribution services
  • Loan administration
  • Plan design and document preparation
  • Cross-tested profit sharing allocations
  • Audit assist packages for plans over 100 participants
  • DOL/IRS audit assistance
  • Fee disclosure reporting
  • Investment performance reporting
  • Annual reporting for individual account Plans
  • Enrollment Services

Whether you are starting a plan for the first time or have an established program, let us show you how our retirement plan experts can make a difference in the lives of your employees.