Levy & Associates的封面图片
Levy & Associates

Levy & Associates

金融服务

Fort Lauderdale,Florida 18 位关注者

A better pension solution.

关于我们

We provide professional counsel in the design, installation and administration of employee benefit programs. The cornerstone of Levy & Associates is the high level of service our organization provides. We believe clear lines of communication between the client and the plan consultant are paramount in assuring that the retirement program operates smoothly and effectively. We provide timely and accurate reports and administrative forms for the employer and plan participants.

所属行业
金融服务
规模
2-10 人
总部
Fort Lauderdale,Florida
类型
私人持股
领域
Plan Design、Plan Installation、Audit Support、Compliance Testing、Actuarial Services和Annual Reviews

地点

  • 主要

    2890 W State Road 84

    Suite 118

    US,Florida,Fort Lauderdale,33312

    获取路线

Levy & Associates员工

动态

  • Stay ahead of evolving trends with our team of specialists! They'll assist you in maintaining compliance, cutting expenses, and adjusting to industry shifts, guaranteeing your employee benefits plan remains effective.

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  • Managing your company's retirement plan can often feel like a second job. However, by partnering with a team of skilled experts, you can ease the burden, responsibility, and inconvenience. Reach out to Levy & Associates today to experience a tailored approach from a dedicated team that's committed to providing the right retirement plan for both you and your employees.

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  • Discover the key to a thriving retirement plan with our professional guidance! From developing strategies to executing and managing, we possess the insight and skills to ensure your plan operates seamlessly and efficiently.

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  • At Levy & Associates, we dedicate our time to assisting employers by explaining how best to administer a plan in accordance with regulations that adheres to ERISA guidelines and stays compliant with various government rules and limitations.

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  • At Levy and Associates, a clear aspect of our service is helping clients with the IRS or any other regulatory business that deals with retirement planning. Have questions? Reach out to our team at 954-472-4100 to learn more!

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  • Understanding employee benefits is crucial, and the advice from our experts will consistently equip you with the knowledge to make well-informed choices. Our team is always happy to help you design tailored programs that align seamlessly with your business goals!

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