The 401k Concierge Retirement Services

Financial Services

  • Retirement Plan Solution
  • Defined Benefit
    • Money Purchase Plan
  • Defined Contribution
    • 401K, Roth 401K, 403B, SEP IRA, Simple IRA
  • Traditional IRA
  • Roth IRA
  • College Savings Plan – 529 plans, Coverdale Education IRA
  • Investment Management
  • Financial Planning
  • Income and Distribution Planning

Supplemental Executive Benefits

  • Non-Qualified Deferred Compensation Plans
  • Supplemental Executive Benefit Plans
  • Deferred Compensation
  • Supplemental Retirement
  • Split Dollar
  • Life Carve-out Plans
  • Supplemental Long Term Disability for Executives

Employee Benefit Plans*

  • Group Insurance Plans
    • Medical
    • Dental
    • Disability
    • Long Term Care
    • Voluntary Benefits

*Note- Employee Benefit Plans are outsourced to outside providers – Recommendations available upon request.

Financial Management Communication Series

Financial Wellness Program

We offer a comprehensive series of educational modules that can be tailored to your company’s specific needs.

  • Financial Planning 101 – Your Roadmap
  • Retirement Planning
  • College Savings 
  • Long Term Care
  • Identity Theft Prevention
  • Employee Benefits
  • Income and Distribution Planning
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Financial Wellness for Executives

Through working with The 401k Concierge’s Executive Resources, executives and trustees gain the foundation to create a comprehensive plan specific to their unique needs – one that takes a strategic look at risk, reward, time horizon, liquidity needs, inter-generation planning, tax issues and other considerations. Topics include:

  • Advanced Estate Planning
  • Estate & Succession Planning For Businesses
  • Qualified Plans
    • Defined Contribution Plans
    • Defined Benefit Plans
    • Optimizing Roth 401(k)
    • Employee Stock Ownership Plan (ESOP)
  • Fiduciary Standards and Responsibilities
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