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Company Plans
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What’s the right plan for my business? We work with you, side by side, to design the plan that attracts and retains employees, provides powerful tax advantages for your business, and ultimately builds a roadmap to a carefree and attainable retirement for you and your employees 401(k) - Profit Sharing - Safe Harbor Plan - SEP Plan - SIMPLE We work with some of the finest investment firms to offer you and your employees many choices. With access to mutual funds, annuities, and individual securities, your options are almost limitless. What sets apart the successful business from the competition? Outstanding client service. Working with your human resource supervisor or administration professional, we educate and enroll your employees. Then we stay in touch, attending to your employee needs so you can focus on your successful growing business. Benefits of working with our team: A Company Retirement Plan Tailored for You Precision Recordkeeping Dedicated Service Quality Investments For larger plans, we partner with high quality “Third Party Administrators” to insure that your tax filings and employee statements are accurate and timely. Many of these TPA’s offer automated recordkeeping, HR outsourcing, online statements and ERISA Consulting. |