Products & Services

At Metrokas-Kamison Associates, we provide assistance in the following areas:

401(k)s

  • Bundled & Unbundled packages
  • Open-ended fund selection
  • Pre-selected fund line-up
  • Elimination of Administrative Responsibilities
  • Elimination of Administrative Fiduciary liability
  • Elimination of Fund Monitoring Fiduciary liability
  • On-on-one participant consultations
  • Avoid Top-Heavy Issues
    • Safe Harbor: match equitable across the board
    • New Comparability: match favors highly compensated
    • QACA: safe harbor type match with vesting schedule

Corporate

  • Guaranteed issue life insurance
  • Guaranteed issue Long Term Care
  • Corporate Retirement Plans
  • Executive compensation plans
  • Qualified & Non-qualified deferred compensation
  • Buy-Sell Agreements

Individual

  • Retirement Preservation
  • Estate Preservation
  • 401(k) Rollover
  • Retirement Income Planning
    • Lifetime
    • Period Certain (10, 20 years)
  • Life Insurance
  • Disability
  • Long Term Care
    • Annual Pay
    • 10 Pay
    • 1x Pay (100% refundable)
  • Annuities
  • Mutual Funds