SUITE(k) - Retirement Plan Division of S.E.E.D. Planning Group的封面图片
SUITE(k) - Retirement Plan Division of S.E.E.D. Planning Group

SUITE(k) - Retirement Plan Division of S.E.E.D. Planning Group

金融服务

Binghamton,NY 26 位关注者

Helping employers with retirement plan administration, fiduciary oversight, and employee education for a flat fee.

关于我们

Retirement Plan Design. If you currently oversee a qualified retirement plan, or if you are interested in implementing a new plan, we would welcome the opportunity to learn about your business and design a retirement plan specifically tailored to meet your valuable employees’ needs while maximizing the goals of your organization. Adherence to Fiduciary Plan Requirements. We can help you navigate plan requirements, assess your fiduciary risk, and customize ways to help you reduce future potential risks. Mergers & Acquisitions. If you are considering purchasing or acquiring another company, SUITE(k) can help you evaluate the Purchase and Sale Agreement before execution. Having an in-depth understanding of how these corporate actions impact your qualified plan will help you avoid potential future liabilities. Customized Employee Education and Financial Planning Services. With retirement being one of the most significant concerns and challenges most employees face, we want to make sure your employees can retire with confidence. We provide a hands-on approach to educating employees on how to build better retirements. www.401ktime.com In-Depth Retirement Plan Provider Analysis and Selection. The number of retirement plan providers in the market can be overwhelming and confusing. SUITE(k) is vendor-neutral and fee-based, which means we are not compensated on a commission basis, nor are we beholden to any investment firm or product. We can help you determine which provider is the best for your employees based on your organization’s size, the number of employees, and the desired investment lineup. Do you need help with your current plan or are you looking to start a plan? We can help. We can also provide a complimentary fee benchmark, so you know what you are currently paying vs what you could be paying.

网站
https://www.401ktime.com
所属行业
金融服务
规模
11-50 人
总部
Binghamton,NY
创立
2013
领域
401k、SIMPLE IRA、ERISA、Fiduciary、Financial Education、Employee Engagement和Retirement Plans

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