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GROUP 401(k) PLANS AND FINANCIAL PLANNING

Through administration we provide experienced on-site assistance to manage your day-to-day 401(k) operations. Through brokerage we can partner with more than 20 different companies and hundreds of funds. We only represent top rated mutual funds to help match your company's short and long term goals with a successful plan.

Employee Benefit Plan Texas

Here are a few of the awards given to our Group Plan Funds:

  • Awarded 10 Best in Class cups by: PLAN SPONSOR Magazine

  • Rated in top 5 by: DC Plan Investing Newsletter

  • Annual Signature award by: Profit Sharing Council of America

  • Ranked #1 by: LIMRA/ Cerulli 401(k) Scorecard

  • Gold Award by: League of American Communications Professionals

Participant Services: 

  • Communications Materials
  • Enrollment Kits
  • Participant Education     
  • Clarity of Statements
  • Accuracy of Reporting
  • Participant Internet Services
  • Participant Call Center
  • Range of Investment Options

Corporate 401(k) Services Offerings:

  • Daily Plan Management
  • Plan Brokering
  • Plan Mergers and Acquisitions
  • Plan Terminations
  • Government Filings
  • Full Service End-to-End

Individual Financial Planning:

  • Comprehensive Financial Plans
  • Focused Long-Term Planning
  • Succession Planning
  • Estate Planning
  • Tax Strategies
  • College Funding
  • Retirement Needs
  • Investment Strategies
  • And More ...  

Contact us today for an in-depth introduction to our corporate and individual services.

Employee Benefit Plan Texas


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