401(k)
Services
To attract and retain the best employees in today’s
environment, a business must offer a strong benefits package. Financial
Advisory Service can provide expertise in establishing defined contribution
plans to retain and reward your key employees that won’t break
your pocketbook to provide them.
Whether it’s a 401(k), a Simplified Employee
Pension-IRA (SEP-IRA), Qualified Retirement Plan or other plan, Financial
Advisory Service can help create the best solution for you, your
business, and your employees. Once a solution is developed, we search
the marketplace for the most cost-effective providers of retirement
plan services so that you don’t have to.
An often overlooked, but integral, part of our retirement
plan services is the financial planning opportunities your key employees
will automatically receive by enrolling in the retirement plan.
Financial Advisory Service provides, with all of their plans, a
one on one session for each of your employees to meet with a financial
professional to discuss their investment strategy within the retirement
plan as well as any other financial planning topic they wish to
discuss. Not only does this help fulfill your fiduciary responsibility,
it also enhances your relationship with your employee.
We will be happy to design a retirement plan
that fits the unique needs of your business.
If you have questions or comments please click
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