Products & Services

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