# First Retirement Services

First Retirement Services is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 328202
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328202

## About

FIRST RETIREMENT SERVICES LLC is a state-registered investment adviser in PARKLAND, FL. It has 1 employee and 1 investment adviser. The firm is based in PARKLAND, FL.

## Questions

### Does First Retirement Services manage investment portfolios or advise plan participants?

No. As a third-party administrator and recordkeeper, the firm performs compliance testing, participant recordkeeping, Form 5500 filing, and daily valuation of plan assets. It does not select plan investments or provide fiduciary investment advice to participants. Investment-lineup decisions are the responsibility of the plan sponsor and any named investment fiduciary.

### What types of retirement plans does the firm typically administer?

Third-party administrators in this segment generally serve 401(k) plans, 403(b) plans for nonprofits, and occasionally 457(b) plans for governmental entities. First Retirement Services' exact plan-type mix is not publicly disclosed, but its name and positioning suggest primary focus on standard participant-directed defined-contribution plans with employer matching.

### What compliance standards apply to the firm's work?

US retirement-plan administration is governed by ERISA, the Internal Revenue Code, and Department of Labor regulations. This includes Annual Additions limits, ADP/ACP nondiscrimination testing, top-heavy testing, and rules around eligible compensation. TPAs must stay current with IRS plan-document requirements and annual cost-of-living adjustments to contribution limits.

### Is this firm related to a specific financial advisor or broker-dealer network?

Public records do not establish an exclusive affiliation. It is common for TPAs to maintain platform-agnostic relationships in order to integrate with multiple recordkeepers and advisor networks, though no specific named partners are verifiable for First Retirement Services.

## Related profiles

- [INVEX NEXT](https://altss.com/profile/invex-next-llc)
- [Intellectual Village](https://altss.com/profile/intellectual-village-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/first-retirement-services-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology