Millennium Trust Company and PayFlex have joined forces under one banner to become your devoted partner for health, wealth, retirement, and benefits. We work with both businesses and individuals to create financial services and solutions that will help you prepare for the future — and make it...
Insurance Broker - Insurance| Benefits|HR & Payroll|401k & 403b
Named the 2023 Agency of the Year by the IIA. Our service model is to provide a unique blend of day-to-day administrative services, combined with strategic consulting. In today’s rapidly changing landscape, you need someone to take work off your desk, keep you in compliance, be readily available...
ShareBuilder 401k is here to help businesses and their employees save more of their money for retirement. ShareBuilder 401k brings together leading online and offline technologies with a low cost, index-based approach to investing. Our 401(k) plans are supported with fully licensed 401(k)...
Financial Services: After a comprehensive search and due diligence, Lindsey Business Group has partnered with well-known retirement industry heavyweights, Transamerica and TAG Resources, LLC, the largest provider of combined 3(16), 3(38), and TPA services in the United States to power the Lindsey Business Group...
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The Premier 401(k) Retirement & Benefits Consulting Firm
Financial Planning: The 3 most common reasons why most people ask us to provide retirement plan solutions are:
- To maximize tax deductions;
- To attract and retain the highest quality employees; and
- To have a plan that takes less time to administer.
That’s what we’re here for. To help you. To make it easy to...
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Perfect401(k)TM is a cutting-edge, comprehensive, and turn-key 401(k) solution for all business sizes, with a focus on minimizing fee expense, increasing investment value and protecting you against ever-increasing plan related litigation. We’ll help you to design a 401(k) benefits plan that...
The Most Comprehensive Education Programs for Retirement
TPSU Retirement Committee Education: The demand for education by 401(k) and 403(b) plan sponsors is growing exponentially — accelerated by concerns about fiduciary liability, growing DOL and IRS scrutiny, the rash of lawsuits, and retirement readiness. The Plan Sponsor University (TPSU) has conducted over 600 half-day education...
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Financial Planning for Retirement: Help your employees plan for a more secure retirement.
For small or medium-sized businesses, the cost of a retirement plan can put the option out of reach. Many employers also shy away from offering a 401(k) due to the time and expertise needed to administer the plan and navigate bureaucratic...
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Contribution & Investment Optimization: Helping Your Team Build a Secure Financial Future!: At PGW Financial, we go beyond compliance to ensure that your employees make the most of their 401(k) plan. Our dedicated support services help employees understand their contribution options and select investment strategies that align with their financial goals. Through personalized guidance...
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