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.

404(c) Retirement Plan Compliance for Employers

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.

 

About Financial Advisor Tim Hayes

Tim Hayes

Financial Advisor

508-277-5847

Planning

Planning

How the New Retirement SECURE Act Impacts You

The SECURE Act pushes back from age 70 1/2 to age 72 the age when someone is required to start taking their minimum distribution.

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If you're concerned about your financial future, let’s talk

 

Free, no-obligation consultation and financial profile assessment