Broker Check

401(k) and EE Benefits

Are You Compliant With The ERISA Law?

  • Are you in compliance with the Pension Protection Act of 2006?
  • Has your retirement plan been updated for Section 404(c) since 2008?
  • Do you have a written Investment Policy Statement?
  • Is your retirement plan designed especially for your business?
  • Are you tired of getting money back at year end because your employees
  • Do not contribute enough?
  • Do you need a larger variety from your investment choices?
  • Have you and your employees seen your plan advisor recently for help?
  • Are your employees completely educated as to why they should participate?

For Employers:

  • We focus on helping to match a suitable plan to your needs
  • Unlimited deferrals for designated owners and top management
  • Company or outside stock can be included in the plan
  • Use of own Third Party Administrator can be used

For Employees:

  • Manage your own account via web site
  • Multiple fund families
  • Manage you own account via telephone
  • Fund performance hotline
  • How to: discover your risk tolerance
  • Determine how much they should save
  • Help to select investment allocation and choose investments
  • Financial and Retirement planning available

Possible Ways To Reduce Health Insurance Costs*:

  • PPO, POS & HMO Health Plans available
  • Pharmacy programs
  • Mental Health & Health Improvement Programs
  • Health Savings Accounts
  • Flex Benefit Accounts (Section 125)
  • Dental & Vision Care
  • Employee Group Life and Short & Long Term Disability (Sick Pay) Plans
  • Tax Deductible Long Term Care Insurance

You can give us a call to help you look at your own particular situation and see how we can help your Employee Benefit needs.

813-228-7259  Contact Us

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  813-228-7259