401k Plan Consulting Services for Employers
Financial Advisor Tim Hayes
Corporations, Nonprofits, Partnerships, and Self-Employed
- I build a template for your company’s 401k or ERISA 403b plan that produces plan-specific investment recommendations and reports as well as fees and compliance reports, all of which are now required by the government.
- I provide investment advice to help participants plan and encourage them to take an online risk profile assessment we can use to help them rebalance their accounts or allocate their contributions.
- For companies without a retirement plan, I size up and implement the one (401k, Profit Sharing, 403b, SIMPLE, or SEP) that works best for your company.
Owners and Executives
- I work with you and your attorney to design a nonqualified deferred compensation plan.
- I discuss with your boards, partners, executives, or family members on whether your company should own life insurance on any key employees.
- Are you buying or selling a partnership or family business? I can help your operation continue beyond its purchase or sales phase by seeking out an insurance company and type of policy that best matches the goals of your buy/sell agreement.
If you're concerned about your financial future, let’s talk