401 (k)'s

Individuals:

We assist clients when they have left an employer to make sure you're making the right decisions regarding their retirement assets.

  • Rollover” is the term for transferring your tax-protected retirement savings from one account to another account. An individual may “rollover” the funds from one employer-sponsored account to an Individual Retirement Account (IRA).You may also consider keeping funds at your previous employer or move it your new employer-sponsored account.
 

Employers:

We assist in establishing and/or maintain current employer-sponsored retirement plans:

  • Simple IRAs
  • SEP IRAs
  • Profit-Sharing Plans
  • 401(k) Plans