401(k) and EE Benefits
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.
nraymer@advisewealth.com | 813-228-7259