1130 South Flower Street,
We see things differently. We design programs that are effective yet efficient and easy to administer. We look for ways to automate processes and incorporate smart technologies to reduce plan management. We find ways to reduce costs, help you stay compliant with regulations, and be prepared in the event of a DoL audit. We communicate with your team in plan language so they better understand this important benefit and are motivated to participate. You become a strategic plan leader driving the program to support your company objectives instead of a tactical daily manager.
We can help your company attain this level of retirement program.
401(k) plans have become the sole retirement savings vehicle for millions of Americans. Offering a plan can benefit your company as well as your team. A review of an existing plan can reveal if yours suffers from outdated design, inferior investments, excessive costs or litigation risks. We can help you manage your existing 401(k) program or start a new one.
A great way to attract, retain and reward your top talent & key executives is through a Non-Qualified Deferred Compensation (NQDC) Plan. These flexible programs go beyond the 401(k) to give your highly compensated employees a way to be strategic regarding their taxes and are a great recruiting tool.
Multiple Employer Plans (MEP) allow multiple businesses participate in a single qualified retirement plan. This approach help cut down on administration, management and costs. They are a great member benefit for chambers of commerce, professional associations, and other business groups.