Whether your organization is a non-profit company with less than twenty-five employees or you are a corporation with 100+ employees, we have the experience and expertise to help you implement the right retirement plan for your company. We have successfully implemented 401(k) & 403(b) plans, simple-iras, sep-iras, and profit sharing plans, and we are ready to help you get the most out of your plan. We can help you design a retirement plan that will meet the objectives of your participants while maximizing your return on investment. As independent agents, we are able to locate the best possible administrator and fund mangers to meet your needs. In addition to locating the best vendor we will provide ongoing support in many ways, including: group meetings and individual employee consultations that will dramatically increase participation; providing your organization with an investment policy statement and fiduciary guidance; and provide a quarterly investment analysis with performance rankings.
Our experienced, professional staff provides outstanding service and support in all areas of retirement planning, including:
- 401(k) plans
- 403(b) plans
- Simple-iras
- Sep-iras
- Profit sharing plans
- Defined benefits plans
- Money purchase plans