Testimonials

“Kalinka is someone who is easy to talk with, who has an eye for detail and is a pleasure to work with. She can take your concept and turn it into a plan that will suit your retirement needs. She is my go to person for retirement plan design."
Top qualities: Great Results , Personable , Good Value

Roseann Bunshaft, May 17, 2009
Financial Advisor.
Hired Retirement Benefits Designs, LLC as a TPA and plan design consultant in 2008 , and hired Kalinka more than once

Kalinka not only conducts business with integrity and in a highly professional manner but she is also a pleasure to know and to work with. She enjoys the process of fostering relationships between business people that she knows and building relationships, which comes very naturally to her. She is someone who always goes that extra step. I take pleasure in highly recommending her.”

Erica Prince, June 3, 2009
Owner, The Professional Speaker's Bureau, Inc.
Was a consultant or contractor to Kalinka at Retirement Wealth Planning, LLC

Kalinka and I have worked together for over one year. Kalinka has demonstrated her professionalism working on my 401K. Kalinka works with many financial planners to provide 401K’s for their clients. I would highly recommend Kalinka in every way, she is punctual, professional, and her integrity is beyond reproach. If you have any questions please do not hesitate to call me. Harvey Kolin 631 300 5145.” September 27, 2009

Top qualities: Personable , Expert , Value, High Integrity

Harvey Kolin
Hired Kalinka and Retirement Benefits Designs, LLC as consultants to his company’s 401(k) plan in 2008, and hired them more than once


I have known Kalinka for over a year and what I find most remarkable about her, is her ability to step out of the box and present you with options and ideas. She is dedicated and detail oriented and knows her 401K and profit sharing plans very well. She went out of her way and helped me with her ideas and her contacts for my business to grow. That is what she does best -looks after your interest as well. I highly recommend Kalinka. With her you are in good hands.” September 28, 2009

Rashida Jamnagerwalla, Owner, R Unique Baskets
Hired Retirement Benefits Designs, LLC as a consultant for her retirement benefits.

 
Certified by:

American Society for Pension Professionals and Actuaries

ASPPA Designations (.pdf)

Member of:

NIPA - National Institute for Pension Administrators



SHRM - Society for Human Resource Management


Please Note:
When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the accuracy or completeness of the information provided in these websites, nor is our company liable for any technical or system issues. You assume total responsibility for your use of the web sites you are linking to.