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
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